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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.

March

February

January

  • Stretch IRA Alternatives

    The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

  • A 529 Plan Can Help Jump Start Your College Fund

    Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.

  • Naming a Trusted Contact

    It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.

December

November

October

September

August

July

  • Adjusting Your Tax Withholding

    Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.

  • How Long Should You Keep Financial Records?

    The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.

June