October 2024 Newsletter

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: The Fed Finally Cut Interest Rates
What could it mean for your finances?

Can You Put the Brakes on Rising Auto Insurance Premiums?
There are still steps you can take to make your premiums more affordable.

Do You Have Enough Life Insurance?
Here are several methods to consider when determining your life insurance needs.

Making the Most of Your Credit Card
Credit cards are no longer viewed solely as a debt instrument for cash-strapped individuals.

A Pension Strategy That May Boost Your Income
A strategy called pension maximization may offer the best of both worlds.

What’s Your Real Return?
It's important to consider the real return on your investments, which includes the effects of taxes and inflation.

September 2024 Newsletter

 Our financial newsletters are designed to provide helpful information on various financial topics. Click on one of the newsletter topics below to read the entire article.

• HOT TOPIC: Should You Worry About Market Volatility?
• It’s Complicated: Inheriting IRAs and Retirement Plans
• Retroactive Social Security Benefits: A Chance to Turn Back Time
• Eight Great Investing Quotes
• Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
• Just Your Average Millionaire

August 2024 Newsletter

HOT TOPIC: Real Estate Commission Changes Around the Corner

Watch for These Hazards on the Road to Retirement

Mixing It Up: Asset Allocation and Diversification

After the Loss of a Loved One, Watch Out for Scams

Consumer Sentiment: Do Americans See Brighter Days Ahead?

Equity REITs: Is There Room for Real Estate in Your Portfolio?