Newsletters

Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2015

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.

September

August

July

June

May

April

March

February

January

December

  • HOT TOPIC: Shoppers Still Waiting for Security Fix

    Current trends in debit- and credit-card fraud and how shoppers can help protect their personal information and financial accounts.

  • Adding Real Estate to Your Portfolio

    An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

  • Who Controls the Cash?

    Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

  • Guarding Against Fraud

    Three basic principles that could help consumers spot a fraudulent scheme.

  • Watching for Inflation

    Fed officials eventually need to decide when to tighten monetary policy and raise the benchmark interest rate.

  • Health-Care Update

    Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

November

October