Newsletters

45% of American workers have saved less than $25,000 for retirement, and 26% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2018

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.

July

June

May

April

March

February

January

December

November

October

  • Seven Classic Investing Quotes

    Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

  • Choosing and Using a College Checking Account

    Some tips for parents and college students to consider, whether opening a new checking account or using an old one.

  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

  • Key Tax Breaks for Business Owners

    Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

September

August

  • ETFs on the Rise

    ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

  • An Affordable Insurance Solution

    A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.

  • Oil Prices and the Economy

    The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.

  • Equity REITs and Rising Rates

    Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.

  • Reward Workers and Fund Retirement with a Cash Balance Plan

    Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.

 
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

CRN202107-250781

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck