FIFTY-SEVEN PERCENT OF AMERICAN WORKERS HAVE SAVED LESS THAN $25,000 FOR RETIREMENT, AND 28% HAVE SAVED LESS THAN $1,000.
Source: Employee Benefit Research Institute, 2013
Will you outlive your retirement income? 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.
HOT TOPIC: New Consumer Credit Protections
Interested in Interest Rates
Special Bequests for Special People
Mutual Funds and ETFs
Homeownership Can Pay Off at Tax Time
Liability Protection for Business Owners
HOT TOPIC: Key Indicators Signal Progress for U.S. Economy
Growth, Value, or Both?
Know Your Rights, But File with Care
New Opportunity for Generating Lifetime Income
Is College Around the Corner?
Time to Cash Out?
HOT TOPIC: Is a Strong Dollar Good for the U.S. Economy?
“I’ll Do It Later” — Why People Procrastinate
Fixed-Income Investments and Rising Interest Rates
The Problem with Projections
Can Small Companies Benefit from Big Data?
HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders
Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance
File and Suspend: A Flexible Social Security Strategy
Are Your Beneficiaries Up-to-Date?
SEC Decides to Break the Buck
When Weather Becomes Your Worst Enemy
HOT TOPIC: Shoppers Still Waiting for Security Fix
Adding Real Estate to Your Portfolio
Who Controls the Cash?
Guarding Against Fraud
Watching for Inflation
HOT TOPIC: Tightening the Rules on Corporate Inversions
If Inflation Is Low, Why Are Prices High?
Smaller Hikes for Medicare Advantage Premiums
Health Savings Accounts and Your Retirement
Saving for Life After Work
HOT TOPIC: U.S. Oil Carries More Weight in the Global Market
When You Can’t Speak for Yourself
Options for Retirement Living
Turbulent Times in Emerging Markets
IRS Flips on Rollover Rules
A Brave New World
HOT TOPIC: Global Static: Geopolitics and U.S. Markets
You Need a Will. What About a Trust?
Do You Still Need Life Insurance?
Timing Social Security and IRA Distributions
Too Good to Be True?
Tax Season Never Ends for the Self-Employed
HOT TOPIC: Will College Pay Off? Big Bills Call for Smart Choices
Be Careful About Cashing Out
Meet the Greeks: Alpha and Beta
Catch Up for a More Comfortable Retirement
Small Business Owners Deserve a Vacation
Experience U.S. National Parks by Volunteering
HOT TOPIC: Jobs Are Back, But Is It Too Soon to Celebrate?
Balancing Foreign Trade
Do You “Speak” Annuities?
When Adult Children Need Financial Help
Succession Planning and Life Insurance
HOT TOPIC: Housing Trends – New Rules Could Revive Recovery
Imagining Your Retirement
Keeping Score for Your Credit
Bridging the Gap Between Retirement and Medicare Eligibility
Taxes Due for Better or Worse
Small-Business Borrowing Update