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...

July 2020 Newsletter

Foreign Tourists More than 79 million foreign tourists visited the United States in 2019; these countries were the top sources of visitors from overseas. More Details Tapping Retirement Savings During a Financial Crisis The Coronavirus Aid, Relief, and Economic...

June 2020 Newsletter

Student Debt: It’s Not Just for Young Adults Recent college graduates aren’t the only ones carrying student loan debt. A significant number of older Americans have student debt, too. More Details Mid-Year Is a Good Time to Fine-Tune Your Finances The first...