Newsletters

July

• Seeking Balance in a Mutual Fund

  Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

• What’s the Real Return on Your Investments?

  Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.

• New Study Finds Widespread Job Loss After 50

  A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

• Calculating Key Financial Ratios

  The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.

May

• Bonds Can Offer Stability Even with Rising Rates

  Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.

• SRI Investing: Not Just for Stocks

  Find out how individual impact bonds may allow investors to preserve principal and generate income while supporting activities that are important to them.

• Be Aware of Observation Care

  Covered by Medicare? Discover how observation status can impact your out-of-pocket costs and eligibility for post-hospital skilled nursing facility coverage.

• Retirement Planning: How Secure Is Social Security?

  View Social Security’s financial outlook, plus seven proposed fixes for a looming shortfall that may affect future benefits.

• Watch Out for Scams That Target Businesses

  Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.

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.

• Why Americans Are Eating Out Less Than Ever

  Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.

• Trusts Offer More Than Estate Tax Protection

  Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.

• Considering Preferreds? Proceed with Caution

  Considering investing in preferred stocks? This overview examines the risks and potential benefits.

• Clarifying Tax Deductions for Meals and Entertainment

  Wondering if you can still write off 50% of the cost of business meals? Find out what is and isn’t deductible.

March

• Taking a Team Approach to Retirement Savings

  Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.

• 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.

• Estate Taxes: Should a Trust Own Your Life Insurance?

  An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

• Succession Plans Often Hinge on Reliable Valuation

  Discover the role a reliable business valuation can play in succession, tax, and retirement planning.

February

• Need to Tap Your 401(k)? Proceed with Care

  Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.

• Looking Back, Looking Ahead

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

• Getting Real About Retirement

  This article features a worksheet and relevant information to help estimate retirement expenses and income.

• Seeking Synergy: Why Mergers and Acquisitions Matter to Investors

  Find out how and why mergers and acquisitions take place (and why they matter to investors).

• A Business Plan Can Be Your Guide to Growth

  A business plan can be an important step toward success. Here are some key components to consider.