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.
July
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Considerations When Making Gifts to Children
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
June
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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
May
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HOT TOPIC: Rising Inflation: Where Will It Go from Here?
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
March
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Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
February
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
November
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.