Newsletters

Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000.1
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.


  • December

    HOT TOPIC: Shoppers Still Waiting for Security Fix
    Current trends in debit- and credit-card fraud and how shoppers can help protect their personal information and financial accounts.

    Adding Real Estate to Your Portfolio
    An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

    Who Controls the Cash?
    Results of a recent survey on couples and money management, plus suggestions for forging a stronger financial partnership.

    Guarding Against Fraud
    Three basic principles that could help consumers spot a fraudulent scheme.

    Watching for Inflation
    Fed officials eventually need to decide when to tighten monetary policy and raise the benchmark interest rate.

    Health-Care Update
    Information about the Affordable Care Act’s employer mandate for small businesses, including tax credits and SHOP.

  • November

    Tips for Your 2014 Taxes
    The end of the year will be here soon, but there’s still time to take steps that may help reduce your 2014 taxes.

    Saving for Life After Work
    Retirement benefits are the 3rd most important consideration fostering employee loyalty, after salary and health insurance.