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Fourty-seven percent of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.1
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.


  • June

    HOT TOPIC — Wage Growth: Watching for a Tipping Point
    The factors that may be restraining workers’ wages and the economic implications of continued weakness or a sudden surge.

    Is Smart Beta for You?
    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

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

    Chained CPI and Your Taxes
    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

    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.

    New Tax Breaks for Pass-Through Entities
    The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.

  • May

    A New Look at Old Retirement Savings Guidelines
    Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

    Where There's a Will…
    A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

    The Cost of Caregiving
    About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

    A Steady Strategy
    Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.

    Time to Hire? Consider the Pros and Costs
    Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.

  • 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.

    Bracing for Higher Rates
    Bond laddering is a time-tested strategy that can help manage interest rate risk.

    Insuring a Home-Based Business
    Operate a business out of your residence? Consider an in-home business insurance policy as homeowners insurance coverage may not be sufficient.

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Check the background of this financial professional on FINRA's BrokerCheck