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.

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• December

  Hot Topic: 2010: The Year of the Roth Conversion?
  Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

• November

  Playing Catch-Up with Contributions
  Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

• October

  Estate Conservation You Can Trust
  Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

• August

  Note to Self: Check Beneficiary Designations
  Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

• July

  Get Your Retirement Reality Check
  A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.