Resources

Newsletters

December

HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

Sectors: Overweight, Underweight, or Just Right?

Is It Time to Buy an Electric Vehicle?

IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

Talk About These Money Matters Before the Wedding

Fraudsters and Scammers Pocket Nearly $6 Billion in 2021

November

HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?

Famous People Who Died Without Proper Planning

Retirement Savings in a Volatile Market

New Life for Your Old Insurance Policy

Virtual Health Care Is Here to Stay

How Funding an HSA Could Help Strengthen Your Retirement Strategy

October

HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge

Passive, Active, or Both?

How Much Life Insurance Do You Need?

Building Financial Resilience

Donor-Advised Funds Combine Charitable Impact with Tax Benefits

Small Businesses Are Short-Staffed and Overwhelmed

September

HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?

Dividends for Income and Total Returns

What the Red-Hot Job Market Means for Workers

Preparing for a Natural Disaster

How Life Insurance Could Help Mitigate Taxes in Retirement

Diversifying Your Portfolio with International Flair

August

HOT TOPIC: Is the U.S. Economy in a Recession?

Inflation Protection for Investment Dollars

Life Insurance Living Benefits

Uncle Sam Wants to Know About Your Gig Income

Sticker Shock Is No Joke for Car Buyers

Six Steps to Starting a New Business

July

HOT TOPIC: Tech Sector Turmoil and the Bear Market

A Wealth of Information: How to Read a Mutual Fund Prospectus

Should You Consider Tapping the Equity in Your Home?

Adjusting Your Tax Withholding

WEP and GPO Can Reduce Social Security Benefits

How Long Should You Keep Financial Records?

June

HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas

Avoiding Probate

What’s Your Retirement Dream Elevator Pitch?

Are You Ready to Cancel Your Cable TV?

Where to Look for Lost and Forgotten Money

Consider a Bond Ladder for Rising Interest Rates

May

Working While Receiving Social Security Benefits

Baseball Lessons That Might Help Change Up Your Finances

Planning to Quit Your Job? What to Know Before You Go

Why Small Businesses Should Pay Attention to Accessibility

Food Inflation: What’s Behind It and How to Cope

April

ETFs Are Gaining on Mutual Funds: Here’s Why

Key Retirement and Tax Numbers for 2022

Splurge or Save? Making the Most of Your Income-Tax Refund

What’s the Difference Between Medicare and Medicaid?

Flood Insurance: Be Prepared for Rising Waters and Changing Rates

March

When Two Goals Collide: Balancing College and Retirement Preparations

Mutual Funds: Do You Know What’s in Your Portfolio?

If You Don’t Have a Will, You Probably Should

Going Green: A Fast-Growing Corner of the Global Bond Market

When Buying Is Easy, Paying Later Can Be a Problem

February

Building Blocks for Financing College with Less Debt

How to Correct an Error on Your Credit Report

Preparing for Libor to Leave the Building

Are You a HENRY? Consider These Wealth-Building Strategies

Did You Know Medicaid May Pay You as a Family Caregiver?

January

HOT TOPIC: The Fed Pivots to Fight Inflation

401(k) and IRA: A Combined Savings Strategy

Charitable Giving Can Be a Family Affair

Your Social Security Statement: What’s in It for You?

Looking Back, Looking Forward

Going Public: How Are Direct Listings Different from IPOs?

Videos

Should You Pay Off Debt or Save for Retirement?

Should You Sell When the Market Drops?

3 Potential Benefits of Dollar-Cost Averaging

The Basics of Social Security Retirement Benefits

Financial Planning: Helping You See the Big Picture

Stocks and Stock Mutual Funds 101

Bonds and Bond Mutual Funds 101

The Pros and Cons of a Big Tax Refund

Do You Know Who Your Beneficiaries Are?

Tax Library

Tax Publications

Glossary

Tell A Friend

Check the background of this investment professional

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

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