January 2021 Newsletter

Different Inflation Measures, Different Purposes The Consumer Price Index is often mentioned in the media, but the Federal Reserve focuses on “core PCE” when setting economic policy. More Details Sequence Risk: Preparing to Retire in a Down Market Dividing...

December 2020 Newsletter

Spreading Generosity Americans gave almost $450 billion to charity in 2019. Here are the recipients of this generosity. More Details Five Tips to Regain Your Retirement Savings Focus in 2021 Before the start of the new year, why not take some time to review your...

November 2020 Newsletter

Baby Boomers Buying More Online Baby boomers are shopping online more as a result of the coronavirus pandemic. More Details Year-End 2020 Tax Tips Here are some things to consider as you weigh potential tax moves between now and the end of the year. More Details Is...

October 2020 Newsletter

Sandwich Generation Caregivers Face Many Challenges The day-to-day demands of supporting multiple generations can take a financial, emotional, and physical toll on sandwiched caregivers. More Details Is It Time to Think About Tax-Free Income? At some point it is...

September 2020 Newsletter

Women Outpace Men in Degrees Earned Women attained more educational degrees than men at every level during the 2019-2020 academic year. More Details Return of Premium Life Insurance: Protection and Cash Back If you’re thinking about term life insurance, consider...