Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000.1
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.
HOT TOPIC: Tightening the Rules on Corporate Inversions
Understanding inversions and their implications on tax revenues, corporate taxes, and for shareholders of inverted companies.
Tips for Your 2014 Taxes
The end of the year will be here soon, but there’s still time to take steps that may help reduce your 2014 taxes.
If Inflation Is Low, Why Are Prices High?
Consumers who go to the grocery store or gas station might wonder what the talk of low inflation is all about.
Smaller Hikes for Medicare Advantage Premiums
The government planned to reduce Medicare Advantage plan funding for 2015, but pressure from Congress led to a reversal.
Health Savings Accounts and Your Retirement
An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.
Saving for Life After Work
Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.
HOT TOPIC: U.S. Oil Carries More Weight in the Global Market
The U.S. has become the world’s largest energy producer; can lower gas and oil prices accelerate the economy?
When You Can’t Speak for Yourself
Having proper legal documents in place can help when you are unable to make your own medical and financial decisions.
Options for Retirement Living
Some considerations when deciding where to live in retirement, be it staying in the same community or moving.
Turbulent Times in Emerging Markets
Emerging market investments may have the potential for higher average returns over the long term, but there are risks.
IRS Flips on Rollover Rules
Starting in 2015, only one 60-day tax-free rollover each year will be allowed, no matter how many IRAs are owned.
A Brave New World
The federal government is forging trade agreements and creating new programs that may help businesses become export-ready.
HOT TOPIC: New Chair, Same Fed?
New Fed chair Janet Yellen, forward guidance for future action, and how investors and the economy could be affected.
Weighing Price and Earnings
Some factors that may affect P/E ratios and what they might reveal about individual stocks and broader market trends.
Reading into the Federal Reserve’s Beige Book
A look at how the FOMC compiles the Beige Book and some of the useful information that can be found in it.
Should You Open the Door to Closed-End Funds
A description of closed-end funds and why income-oriented investors may want to consider them for their portfolios.
Enforcement Programs Aimed at Small Businesses
While small biz strive to comply with the federal tax code, certain practices could attract attention from the IRS.
When Your Child Should File a Tax Return
IRS rules regarding who must file are based on the amount and source of income rather than age
HOT TOPIC: The Japanese Economy
In 2013, Japan’s economy and stock market showed promising signs of progress after 15 years of deflation.
Overcoming Retirement Challenges
Four common obstacles to saving for retirement with suggestions on how to get back on track.
Looking Back, Looking Forward
Various indicators (leading, coincident, and lagging) may be helpful to better understand economic trends.
Time for a Trust
Common types of trusts, the issues they might address, and the benefits they may provide.
TIPS for Inflation Protection
Treasury Inflation-Protected Securities could help provide a hedge against future inflation.
Overcoming Cloud Confusion
Cloud-based services available to businesses and some of the pros and cons.