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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.

April

March

February

  • Looking Back, Looking Ahead

    See the indicators economists rely on to understand the past, present, and potential future direction of the economy.

  • Getting Real About Retirement

    This article features a worksheet and relevant information to help estimate retirement expenses and income.

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.

  • 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

  • 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.

July

June

  • Chained CPI and Your Taxes

    One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.

  • Beyond Medicare: What Are Your Options?

    A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.

May

  • The Cost of Caregiving

    About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

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