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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• September

  HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You
  The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

  A New Way to Diversify
  Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

• August

  The Long Road Ahead
  The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

• July

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

  Higher Education Pays, But So Will You
  It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.