March

• HOT TOPIC: Keeping an Eye on Corporate Debt

  This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.

• 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.

January

• 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.

• ABLE Accounts for Disability Expenses

  Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.

• Are Your Designated Heirs Up-to-Date?

  The New Year might be a good time to review and update beneficiaries on estate documents, insurance policies, and financial accounts.

• Consider a Customized Disability Policy

  Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.

• Technology Trend: How Blockchain Could Impact the Future

  Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.

• Some Small Companies Facing Tariff Troubles

  Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.