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.
July
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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
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Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
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Fine-Tuning with Sector Funds
The stocks in the S&P 500 are classified by 11 sectors, each of which responds differently to market conditions.
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Peer-to-Peer Payments Are Popular, but Be Careful
Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences.
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Important Tax Breaks for Pass-Through Businesses
Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
June
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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Catch Up for a More Comfortable Retirement
Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.
May
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Debt After Death: What Happens to Debt When Someone Dies?
This article provides an overview of how debts are settled after the death of a loved one.
April
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Traditional or Roth Contributions? Think It Through for Future You
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.