July
HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor
Will You Pay a Medicare Surcharge?
Fine-Tuning with Sector Funds
Peer-to-Peer Payments Are Popular, but Be Careful
Individual Bonds vs. Bond Funds: What’s the Difference?
Important Tax Breaks for Pass-Through Businesses

June
HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?
Versatile 529 Plans Can Help with More than Just College
Life Insurance in Retirement
Catch Up for a More Comfortable Retirement
Look Out for Observation Care
Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

May
HOT TOPIC: Tariffs Drive Market Volatility
ETFs Are Closing the Gap with Mutual Funds
Debt After Death: What Happens to Debt When Someone Dies?
Playing Fair: New Consumer Protections for Airline Passengers
QLACs: Your Retirement Accounts Can Act Like Pensions
Concerned About Cyberattacks? The Threat Is Real

April
HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction
Are You Missing the Bull’s-Eye with a Target-Date Fund?
Breaking Down the Numbers: The Soaring U.S. National Debt
Cancer Happens: Insurance Can Help Fortify Your Finances
Traditional or Roth Contributions? Think It Through for Future You
The Four-Day Workweek: Is It Destiny or a Distant Dream?

March
HOT TOPIC: Tariffs: How They Work and Potential Economic Effects
Key Retirement and Tax Numbers for 2025
Accounts for Two: A Team Approach to Retirement Savings
Phased Retirement Can Help Smooth the Transition
Could There Be a Shift from Growth to Value?
Read a Good Beige Book Lately?

February
HOT TOPIC: The Social Security Fairness Act Increases Benefits for Millions
Three Market-Moving Economic Indicators to Watch
Financial Safety Nets: Exploring Available Sources of Emergency Funds
What’s New for 2025?
Indexed Annuities: Potential for Growth with Some Downside Protection
Is Tip Fatigue Wearing You Out?

January
HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information
Home Energy Rebates Could Save You Money
Would You Be Prepared for an Unplanned Early Retirement?
A Critical Combo: Life Insurance with Long-Term Care Benefits
Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm
A Mortgage Recast Is an Alternative to Refinancing

December
Charitable Gifts of Life Insurance
Eight Ideas for Smarter Holiday Shopping
An Umbrella Policy Offers Extra Liability Coverage
Two Tax-Friendly Retirement Plans for the Self-Employed

November
HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?
Treasury Yields Off 17-Year Highs
If You Don’t Have a Will Yet, Why Not?
FAFSA for 2025-2026 School Year Opens December 1
Do You Know Your Medicare Coverage Options?
Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?

October
Can You Put the Brakes on Rising Auto Insurance Premiums?
Do You Have Enough Life Insurance?
Making the Most of Your Credit Card
A Pension Strategy That May Boost Your Income
What’s Your Real Return?

September
HOT TOPIC: Should You Worry About Market Volatility?
It’s Complicated: Inheriting IRAs and Retirement Plans
Retroactive Social Security Benefits: A Chance to Turn Back Time
Eight Great Investing Quotes
Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
Just Your Average Millionaire

August
HOT TOPIC: Real Estate Commission Changes Around the Corner
Watch for These Hazards on the Road to Retirement
Mixing It Up: Asset Allocation and Diversification
After the Loss of a Loved One, Watch Out for Scams
Consumer Sentiment: Do Americans See Brighter Days Ahead?
Equity REITs: Is There Room for Real Estate in Your Portfolio?
 


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