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Newsletters

March

A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

January

When Tea Leaves Won't Do
Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

December

Hot Topic: 2010: The Year of the Roth Conversion?
Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

November

Playing Catch-Up with Contributions
Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Measuring the Jobs Situation
Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

October

Estate Conservation You Can Trust
Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Fixed Annuities May Offer Stability
A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Get Ready for Earnings Season
Earnings can provide a key to understanding the performance of an individual company and the behavior of the stock market in general.

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?

One Final Letter
A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

A Long Look at the National Debt
To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

August

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan
Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

Note to Self: Check Beneficiary Designations
Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

May

HOT TOPIC: Don't Risk an IRA Rollover Mistake
A rising unemployment rate means more people face an important decision about what to do with the money in their former employer’s retirement plan. Fortunately, an IRA rollover can help, but only if it's done correctly.