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Fourty-seven percent of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.1
Source: Employee Benefit Research Institute, 2017

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.


  • May

    A New Look at Old Retirement Savings Guidelines
    Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.

    Where There's a Will…
    A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.

    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.

    A Steady Strategy
    Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.

  • April

    Pick Your Plastic: Debit or Credit?
    Some pros and cons for the use of credit cards versus debit cards for purchases.

    Income for the Long Run
    A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.

    Guard Against Growing Cybersecurity Threats
    A discussion of some specific cybersecurity threats and tips to help small businesses protect their interests from hackers.

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