Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

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.

October

  • Birthday Opportunities

    Test your knowledge of the financial benefits and responsibilities related to certain age milestones between 50 and 70½.

  • New Life for Your Old Insurance Policy

    Consider options that could be more beneficial than surrendering a life insurance policy or letting it lapse.

  • The State of State Pensions

    A look at some of the challenges facing state pension funds and steps that might help improve the long-term outlook.

September

August

July

June

  • Indexed Annuities

    The benefits and risks of indexed annuities, including ways in which return rates are calculated.

May

April

  • Real Estate Markets on the Mend

    The U.S. tax code favors real estate ownership, allowing for tax savings that might help families build wealth over the long term.

March

February

January

December

November