Newsletters

September

• Voluntourism: A Vacation That Makes a Difference

  A volunteer vacation offers an opportunity to give back, meet new people who share common interests, and become immersed in a different culture.

• Why Renters Should Have Their Own Insurance

  Young renters who are just striking out on their own may not realize that a landlord’s insurance policy typically will not cover the destruction or loss of the tenant’s possessions.

August

• Have You Set a Retirement Savings Goal?

  Completing this simple worksheet can help establish a realistic retirement savings target.

• Buying a Condo? Focus on the Financials

  Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

• How Savers and Spenders Can Meet in the Middle

  Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.

July

• HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

  At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.

• Peer-to-Peer Payments Are Popular, but Be Careful

  Making a peer-to-peer (P2P) payment is a convenient way to transfer money to family, friends, or businesses — these precautions can help avoid costly mistakes.

June

• HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

  On May 16, 2025, Moody’s Ratings downgraded U.S. government debt from its highest rating of Aaa to Aa1. This article looks at the reasons for the downgrade and its potential effects.

• Life Insurance in Retirement

  Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.

• Catch Up for a More Comfortable Retirement

  Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.

May

• Debt After Death: What Happens to Debt When Someone Dies?

  This article provides an overview of how debts are settled after the death of a loved one.

• Concerned About Cyberattacks? The Threat Is Real

  Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.

April

• Breaking Down the Numbers: The Soaring U.S. National Debt

  As of March 2025, the U.S. national debt was a record $36.21 trillion, while the 2024 deficit of $1.83 trillion was the third-highest on record.

• The Four-Day Workweek: Is It Destiny or a Distant Dream?

  Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.

March

• HOT TOPIC: Tariffs: How They Work and Potential Economic Effects

  During the first two weeks of February, President Trump authorized two major tariff actions, with more likely to come. This Special Report explains tariffs and how they might affect the U.S. economy.

• Phased Retirement Can Help Smooth the Transition

  The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.

February

• HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions

  This article explains what will be changing and who can expect to receive higher Social Security benefits due to the Social Security Fairness Act.

• Three Market-Moving Economic Indicators to Watch

  Among all the economic indicators released each month, these three reports may have the strongest effect on the market.

January

• HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information

  Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.

• Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

  Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.

December

• Eight Ideas for Smarter Holiday Shopping

  Whether shopping online or hitting the mall this holiday season, these tips might help save time and money.