Newsletters

October

• HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings

  A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.

September

• Could You Be Responsible for Your Parents’ Nursing Home Bills?

  Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.

August

• Turbulent Times: Bear Markets Come and Go

  A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.

July

• The Beige Book: A Timely Economic Read

  The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.

June

• Will vs. Trust: Know the Difference

  Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.

May

• The Cost of Family Caregiving

  A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

April

• Early Retirement and Your Tax-Deferred Savings

  Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.

March

• Behavioral Biases That Can Lead to Costly Mistakes

  Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).

February

• HOT TOPIC: The SECURE Act and Your Retirement Savings

  A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.

December

• Qualified Charitable Distributions

  Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.

November

• Three Regrets of Retirees

  More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.