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.

April

Manage Your Tax Burden
If tax season has you searching for ways to lighten your tax load, here are two options to consider.

Conserve Your Estate
Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

More Reasons to Convert
Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

The Cost of Care
When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

Fuel for the Economy
The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

What Would Warren Do?
Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility?
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An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to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.

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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. April Manage Your Tax Burden If tax season has you searching for ways to lighten your tax load, here are two options to consider. Conserve Your Estate Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead? More Reasons to Convert Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive. The Cost of Care When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point. Fuel for the Economy The world has become so dependent on oil that most economies simply could not exist in their present forms without it. What Would Warren Do? Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility? 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.
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