Newsletters

January

• HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

  A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.

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.

October

• What Medicare Won’t Cover

  See potentially expensive services Original Medicare doesn’t cover and how Medicare Advantage, Medigap or private insurance might help.

September

• Risk Tolerance: Stress-Test Your Portfolio…and Yourself

  Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.

August

• HOT TOPIC: How Geopolitical Tensions May Affect Oil Prices and the Economy

  Explore the relationship between fuel prices and economic growth, factors that influence prices, and how U.S. production altered the global oil market.

April

• 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

• 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

• Looking Back, Looking Ahead

  See the indicators economists rely on to understand the past, present, and potential future direction of the economy.