Broker Check


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.

  • November

    Dividends as a Growth Strategy
    A study by S&P found that dividend income represented 34% of the monthly total return of the S&P 500 index from 1927 through 2012.

    Controlling Health Insurance Costs
    An HDHP paired with a health savings account may offer tax advantages and could help save money on medical costs.

    Understanding RMDs
    The rules for taking required minimum distributions are explained. Plus: an illustration of how RMDs work.

    Going Solo
    Strategies to help freelancers in covering health-care costs, meeting tax requirements, and saving for retirement.

  • October

    Coverage You Can Keep
    Differences between term and permanent life insurance and how consumers should consider what coverage they need.