Newsletters

December

• IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

  IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.

November

• HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

  This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.

October

• HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge

  This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.

September

• Dividends for Income and Total Returns

  Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.

August

• Uncle Sam Wants to Know About Your Gig Income

  Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

July

• HOT TOPIC: Tech Sector Turmoil and the Bear Market

  This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.

June

• Avoiding Probate

  Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

May

• Baseball Lessons That Might Help Change Up Your Finances

  Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

April

• Flood Insurance: Be Prepared for Rising Waters and Changing Rates

  Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.

March

• When Two Goals Collide: Balancing College and Retirement Preparations

  This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

January

• HOT TOPIC: The Fed Pivots to Fight Inflation

  This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.