Newsletters

The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.

Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.

Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.

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When a mortgage is recast, the borrower puts money toward the principal balance of a home loan, reducing the monthly payment.

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Among all the economic indicators released each month, these three reports may have the strongest effect on the market.

Nearly 60% of U.S. adults are uncomfortable with their level of emergency savings. Here are some potential ways to access funds.

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This article provides an overview of indexed annuities.

Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.

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This article outlines some important IRS cost-of-living adjustments for 2025.

Even if most of a married couple’s retirement assets reside in different accounts, open communication and teamwork can help them craft a unified retirement strategy.

The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.

While growth stocks have dominated the market for the last two decades, some analysts believe there could be a shift to value stocks, which have outperformed for much of the market’s history.

The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.

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As of March 2025, the U.S. national debt was a record $36.21 trillion, while the 2024 deficit of $1.83 trillion was the third-highest on record.

Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.

When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.

Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.

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Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.

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Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.

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High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.

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