Double Up with a Spousal IRA
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
Which are the most tax-advantaged ways to save for kids’ college costs? Will your income stream last through retirement? Is your investment portfolio aligned with the economic and market outlook?
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 an article in its entirety.
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family.
This report explains the potential consequences of not raising the debt limit in a timely manner and provides an overview of new projections from the CBO for future deficits and the national debt.
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
This article discusses the most common and costly types of scams, and how would-be victims can spot them.
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
Donating to charity could offer tax benefits and may increase your ability to give. This article explores various tax-advantaged giving strategies.
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
Steps to be better positioned for turbulent events such as inflation, roller-coaster markets, and global events — and hopefully emerge even stronger.
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
Do you know the benefits and risks of investing in foreign markets using international mutual funds or ETFs? Find out in this article.
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
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.
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
Explore an overview of the windfall elimination provision and the government pension offset used in calculating Social Security benefits for certain people.
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
Did you know a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.
How do you see your retirement? This article provides some guidelines to help you develop a well-defined retirement vision.
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
This article looks at some of the forces behind rising prices, the Fed’s plan to combat them, and early signs that inflation may be easing.
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
Do you understand how working in retirement can affect your Social Security benefits? Read this article to find out.
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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