Newsletters
45% of American workers have saved less than $25,000 for retirement, and 26% have saved less than $1,000.
Source: Employee Benefit Research Institute, 2018
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.
June
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HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.
May
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HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
April
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
March
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
February
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Looking Back, Looking Ahead
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
January
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HOT TOPIC: After Rocky Year-End, Risks Follow Investors into 2019
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
December
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HOT TOPIC: Consumer Nation: Can Confidence Drive the Economy?
A look at what’s driving the high consumer confidence level and the importance of consumer spending to the broader economy.
October
September
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Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
July
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Good News, Bad News for Boomer Retirement
Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.