Newsletters

Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2013

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

April

March

February

January

December

November

October

September

  • Teach Your Children Well

    This article explains why it is important to teach young people about finances and offers tips to help develop children’s financial knowledge.

  • How a Pension Could Affect Social Security Benefits

    The Windfall Elimination Provision and the Government Pension Offset could reduce Social Security spousal or survivor benefits in certain situations

  • Women and Retirement Investing

    Focusing on education and the prudent management of retirement plan investments could help many women improve their financial prospects.

August

  • HOT TOPIC: Airline Consolidation

    This article examines the potential effects of airline consolidation for investors, consumers, and the broader U.S. economy.

  • Making Sense of Auto Financing

    Buyers who intend to finance a new car purchase should generally shop carefully for the best price and terms.

  • A Will to Help Your Children

    This article explains the importance of a will, and why families who have children with special needs might also consider a special-needs trust.

  • Orchestrating an Exit

    Devising a written business succession plan could ultimately benefit the owner, the owner’s family, and possibly the employees.

July

  • HOT TOPIC: Cybercrime Update

    This article focuses on debit- or credit-card fraud and identity theft, including steps you can take to help safeguard your personal information and financial accounts.

  • Investors as Corporate Citizens

    Sustainability has become a fundamental business goal for many corporations throughout the world, driven in part by investors.

  • Keeping Talent On Board

    An executive bonus plan funded with cash-value life insurance could be used to reward and help retain a company’s most valuable employees.

  • America’s Pension Problems

    A closer look at how pensions operate and why it might not be wise to rely solely on a pension when assessing retirement income needs.

  • Energy Update: Natural Gas Boom

    The potential implications of how shifts in energy production, consumption, and policy could affect supplies and prices in the future.

June

May

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