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
Year-End 2024 Tax Tips
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
HOT TOPIC: The Fed Finally Cut Interest Rates
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?

July
HOT TOPIC: The Economic Impact of an Aging World
Should You Buy or Lease Your Next Vehicle?
Birthday Benefits Quiz
The IRS Wants More Info About Your Gig Income
Can Home Improvements Lower Your Tax Bill? It Depends
Saving for College: 529 Plan vs. Roth IRA

June
HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
Do You Need to Adjust Your Tax Withholding?
Insurance Gaps May Pose Risks for High-Net-Worth Households
The United States Is Older Than Ever Before
Are You Spending Money to Keep Stuff You Don’t Need?

May
HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
Market Measures: Beyond the Dow
New SAVE Repayment Plan Offers Key Benefits
ESG Investing in the Spotlight
Housing Market Trends: Are They Helping or Hurting the Economy?
Where Will You Live as You Grow Older?

April
HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Beware of These Life Insurance Beneficiary Mistakes
Individual Bonds vs. Bond Funds: What’s the Difference?
What’s Required of the Executor of an Estate?
How a Family Limited Partnership Can Power an Estate Plan
Fixed Annuities: Retirement Income for Now or Later

March
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
Key Retirement and Tax Numbers for 2024
How Savers and Spenders Can Meet in the Middle
The Federal Reserve’s Key Meeting Dates in 2024
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
Can Your Personality Influence Your Portfolio? New Research Points to Yes
 


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