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.
June
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August
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Buying a Condo? Focus on the Financials
Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
August
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Buying a Condo? Focus on the Financials
Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
August
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Buying a Condo? Focus on the Financials
Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
August
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Buying a Condo? Focus on the Financials
Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
August
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Buying a Condo? Focus on the Financials
Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
August
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
Buying a Condo? Focus on the Financials
Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
September
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Navigating Financial Conversations with Aging Parents
Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
September
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Navigating Financial Conversations with Aging Parents
Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
September
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Navigating Financial Conversations with Aging Parents
Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
September
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Navigating Financial Conversations with Aging Parents
Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
September
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Navigating Financial Conversations with Aging Parents
Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
September
HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines
Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.
Consider Munis for Tax-Free Income
Higher yields have led to record new issues of municipal bonds in 2024 and early 2025.
Navigating Financial Conversations with Aging Parents
Having a conversation with parents about their finances is an essential step in helping to ensure their financial well-being as they get older.
Voluntourism: A Vacation That Makes a Difference
A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.
Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Why Renters Should Have Their Own Insurance
Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.
October
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
October
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
October
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
October
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
October
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
October
HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act
This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
November
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Navigating Medicare Open Enrollment
The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
November
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Navigating Medicare Open Enrollment
The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
November
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Navigating Medicare Open Enrollment
The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
November
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Navigating Medicare Open Enrollment
The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
December
HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
December
HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
December
HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
December
HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
December
HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
December
HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Life Insurance for Two
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
Unpacking the Real Limitations on Unlimited PTO
The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.
January
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
January
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
January
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
January
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
January
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
January
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026
This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
February
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
February
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
February
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
February
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Don’t Take the Bait: Top Tax Scams in 2025
As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
March
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Wealthy Colleges Face Expanded Endowment Tax
A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
March
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Wealthy Colleges Face Expanded Endowment Tax
A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
March
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Wealthy Colleges Face Expanded Endowment Tax
A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
March
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Wealthy Colleges Face Expanded Endowment Tax
A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
March
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Wealthy Colleges Face Expanded Endowment Tax
A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
March
HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?
Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Wealthy Colleges Face Expanded Endowment Tax
A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
A Roadmap for Your Family
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Could an HSA Strengthen Your Retirement Strategy?
After age 65, retirees can use HSA funds for any purpose without incurring a penalty.
April
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
April
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
April
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
April
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
April
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
April
HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.