Newsletters

July

• 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.

• 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.

• 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.

• 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.

• 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.

• 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

• 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.

• 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

• 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

• 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.