Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
Which are the most tax-advantaged ways to save for kids’ college costs? Will your income stream last through retirement? Is your investment portfolio aligned with the economic and market outlook?
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 an article in its entirety.
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Do you know the differences between open-end and closed-end funds? This article compares the two.
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
This article looks at the pace, scope and potential future of the jobs recovery following the unprecedented job loss due to the pandemic.
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
This article outlines the basic provisions of income-driven repayment plans than can help reduce the burden of federal student loans.
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
A look at the economic conditions that triggered the 2020 bear market and why investors may benefit from having a longer-term perspective.
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
This article outlines three defensive strategies that may help during economic downturns: low-volatility, dividends, and defensive sectors.
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
This article looks at the reasons behind crude oil’s price collapse and the larger issue of imbalance between supply and demand in the global oil industry.
This article provides an overview of four times other than retirement when Social Security might affect you or your family.
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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