Newsletters
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.
March
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IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
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This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
February
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This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
September
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Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
August
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Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
July
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The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
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If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
June
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Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
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The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
May
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This article provides an overview of four times other than retirement when Social Security might affect you or your family.
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A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
April
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Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
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