Newsletters

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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July 2024 Newsletter

Bon Voyage!With COVID receding in most areas of the world, Americans are traveling again. Watch for These Hazards on the Road to Retirement On your journey to retirement, it's important to stay focused — and be aware of a few key risks that...

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