Newsletters

September

• HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?

  This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.

• Dividends for Income and Total Returns

  Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.

• What the Red-Hot Job Market Means for Workers

  A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.

• Preparing for a Natural Disaster

  Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.

August

• Inflation Protection for Investment Dollars

  Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.

• Life Insurance Living Benefits

  In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.

• Uncle Sam Wants to Know About Your Gig Income

  Discover how a 2022 IRS tax reporting change could affect people who are self-employed or whose side job pays through an app or online platform.

• Sticker Shock Is No Joke for Car Buyers

  This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.

• Six Steps to Starting a New Business

  Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.

July

• A Wealth of Information: How to Read a Mutual Fund Prospectus

  Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

• Adjusting Your Tax Withholding

  Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.

• WEP and GPO Can Reduce Social Security Benefits

  Explore how the windfall elimination provision and the government pension offset can affect Social Security benefits for people who earned a pension in noncovered employment.