Newsletters

45% of American workers have saved less than $25,000 for retirement, and 26% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2018

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.

May

April

March

February

January

December

November

October

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

September

  • Insurance with Potential Cash Value

    Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.

July

June

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

  • Beyond Medicare: What Are Your Options?

    A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.