Newsletters

Forty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.^1
1 AARP, 2008

Will you outlive your retirement income?  How much liability insurance should you have? Should you add stocks to your portfolio?  Are your financial expectations for the coming year realistic?

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.

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• September

  HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You
  The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

  A New Way to Diversify
  Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

  One Final Letter
  A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

  Insurance for Your Whole Life
  If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

  Variable Annuities Add Guarantees
  Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

  A Long Look at the National Debt
  To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.