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, 2015

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.

January

November

  • Dividends as a Growth Strategy

    A study by S&P found that dividend income represented 34% of the monthly total return of the S&P 500 index from 1927 through 2012.

  • Understanding RMDs

    The rules for taking required minimum distributions are explained. Plus: an illustration of how RMDs work.

  • Going Solo

    Strategies to help freelancers in covering health-care costs, meeting tax requirements, and saving for retirement.

  • Using Life Insurance to Retain MVPs

    An executive bonus plan funded with cash-value life insurance could be used to attract, reward, and retain valuable employees.

October

September

August

July

June

May

March

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