Newsletters

Most Americans spend more time planning for vacations and holidays than planning for their retirement.^1
1 Employee Benefit Research Insitute, 2007

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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• August

  It’s Your Home, Not Your Retirement
  Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

  Protect Your Downside
  When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

• July

  Get Schooled on Saving for College
  One way to be prepared for the possibility that the tab for higher education may be higher than expected is to take advantage of the tax benefits of 529 plans.

  Estimate Your Estate
  It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.