Newsletters

October 2025 Newsletter

Services Exports Help Trim Trade Deficit Tariffs and concerns about the U.S. trade deficit focus on trade in goods, so the importance of trade in services is often overlooked. Are You Prepared for the High Cost of Dying? While death is...

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September 2025 Newsletter

Boomer Homeownership and RetirementBaby boomers hold about half the nation's home equity, amounting to more than $17 trillion. Life Insurance Might Help During Turbulent Economic TimesLife insurance may be helpful during tough economic times....

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August 2025 Newsletter

Cost Is a Key Factor in College SelectionMost families consider cost one of the most important factors when selecting a college. Consider Munis for Tax-Free IncomeConsider Munis for Tax-Free Income Navigating Financial Conversations...

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June 2025 Newsletter

State and Local Sales Tax Across the MapHere are some interesting facts about state and local sales tax rates. Will You Pay a Medicare Surcharge?If your income exceeds certain limits, you could pay a higher premium for Medicare. ...

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April 2025 Newsletter

Cost of Living Varies Widely Across the U.S. Compare the cost of living in the nation's most and least expensive urban areas. ETFs Are Closing the Gap with Mutual Fu Investor demand for exchange-traded funds (ETFs) has increased over the last...

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March 2025 Newsletter

Funding the Federal Government Do you know which taxes play the biggest role in funding the federal government? Are You Missing the Bull's-Eye with a Target-Date Fund? Two out of three 401(k) participants own a target-date fund, but many may...

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