Newsletters

• Locked Out? How to Break Into Today’s Housing Market

  Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

• HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

  According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

• Consider Roth for Tax-Free Income

  Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

• Retroactive Social Security Benefits: A Chance to Turn Back Time

  Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.