Newsletters

Most Americans spend more time planning for vacations and holidays than planning for their retirement.¹
¹ Employee Benefit Research Insitute, 2007

Will you outlive your retirement income? How much liability insurance should you have? Should you add stocks to your portfolio? 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.

November

Free to Retire
A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy.

Lock in Today’s Tax Rates
If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Diversify and Conquer
If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

Develop a Life Plan
An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Poverty and the Modern Millionaire
Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Sorting Long-Term-Care Myth from Fact
What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need.
October

His and Her Uncertainty
By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle.

The High Cost of Low Coverage
The cost of not carrying adequate life insurance could be far more expensive to surviving family members than the cost of the additional premiums.

Hand-Me-Down Dollars
Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe.

Estimate the Cost of College
Determine how much needs to be saved annually so the youngsters in your family can afford college.

A Retirement Plan for One
Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed.

Dollar Doldrums or Delight?
The recent weakness in the dollar has caused widespread worry. But it wasn't so long ago that critics were bemoaning the nation's "strong dollar" policy. So which is better, a strong dollar or weak one?


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Newsletters Most Americans spend more time planning for vacations and holidays than planning for their retirement.¹ ¹ Employee Benefit Research Insitute, 2007 Will you outlive your retirement income? How much liability insurance should you have? Should you add stocks to your portfolio? 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. November Free to Retire A variable annuity might provide a way to help you pursue your retirement goals if you don’t have the time required to develop a winning retirement strategy. Lock in Today’s Tax Rates If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA. Diversify and Conquer If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio. Develop a Life Plan An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs. Poverty and the Modern Millionaire Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle. Sorting Long-Term-Care Myth from Fact What you think you know about long-term care might actually be based on myths and half-truths that could lead you to make poor decisions about the type of care that you may need. October His and Her Uncertainty By sharing information about each other’s plans and expectations for retirement, a couple may be able to avoid some common mistakes that could hamper their progress toward a comfortable retirement lifestyle. The High Cost of Low Coverage The cost of not carrying adequate life insurance could be far more expensive to surviving family members than the cost of the additional premiums. Hand-Me-Down Dollars Inheriting an IRA can be a great source of additional income, but the penalties for mismanaging one are severe. Estimate the Cost of College Determine how much needs to be saved annually so the youngsters in your family can afford college. A Retirement Plan for One Although most large companies are moving away from traditional defined-benefit plans, a solo defined-benefit plan may be an attractive pension option of you are a sole proprietor or if you are self-employed. Dollar Doldrums or Delight? The recent weakness in the dollar has caused widespread worry. But it wasn't so long ago that critics were bemoaning the nation's "strong dollar" policy. So which is better, a strong dollar or weak one?
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