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Newsletters

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.

April

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

April

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

April

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

April

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

April

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

April

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

March

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

March

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

March

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

March

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

March

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

March

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

February

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

February

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

February

Here are answers to some key questions about required minimum distributions.

February

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

February

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

November

Shows how transfer-on-death designations help avoid probate costs.

November

Reviews annual enrollment dates and options for Medicare participants.

November

Explains how future tax rules may impact deductibility of charitable donations.

November

Explores how investment strategy changes once retirement begins.

November

Describes how Roth accounts can generate tax-free retirement income.

November

Describes financial burdens associated with end-of-life care and funerals.

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