Newsletters

November

• HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

  This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.

• New Life for Your Old Insurance Policy

  Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.

• How Funding an HSA Could Help Strengthen Your Retirement Strategy

  Discover how a well-managed health savings account can help you pay current and future medical bills as well as prepare for retirement.

October

• How Much Life Insurance Do You Need?

  Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.

September

• HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?

  This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.

• How Life Insurance Could Help Mitigate Taxes in Retirement

  A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.

August

• Life Insurance Living Benefits

  In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

• Six Steps to Starting a New Business

  Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

June

• Where to Look for Lost and Forgotten Money

  States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

April

• Splurge or Save? Making the Most of Your Income-Tax Refund

  Did you receive an income-tax refund this year? This article looks at some ways to use it.

• What’s the Difference Between Medicare and Medicaid?

  Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

March

• When Two Goals Collide: Balancing College and Retirement Preparations

  This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.

• If You Don’t Have a Will, You Probably Should

  Do you have a will? If not, this article offers three key reasons why you should.