Newsletters

Forty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.1
1 AARP, 2008

Will you outlive your retirement income?  How much liability insurance should you have? Should you add stocks to your portfolio?  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: The Great Inflation-Deflation Debate
    We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.

    When Investing Pays Dividends
    Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

    Save the Date
    There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

    Is It Ever OK to Make Early Withdrawals?
    There are few ways to sabotage your retirement goals more effectively than tapping your retirement assets before you reach age 59½.

    Get to Know Your Beneficiaries
    It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

    Investor Emotions and Where to Find Them
    Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.

  • May

    Protection for a Price
    Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

    The Return of the Initial Public Offering
    After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

    A Potential Income Source for the Risk-Averse
    Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

    Test Your College Funding Knowledge
    If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

    The Problem with Investment Gains
    Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.