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, 2013

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.

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  • Teach Your Children Well

    This article explains why it is important to teach young people about finances and offers tips to help develop children’s financial knowledge.

  • Rung by Rung: Building a Bond Ladder

    A bond ladder could help investors stagger the maturity dates of bonds to limit long-term exposure to low rates and allow some principal to be reinvested when rates are rising.

  • How a Pension Could Affect Social Security Benefits

    The Windfall Elimination Provision and the Government Pension Offset could reduce Social Security spousal or survivor benefits in certain situations

  • Women and Retirement Investing

    Focusing on education and the prudent management of retirement plan investments could help many women improve their financial prospects.

  • Evaluating the Need for Long-Term-Care

    Certain insurance products could be used to help prevent retirement savings from being wiped out by the escalating cost of long-term care.