Newsletters

• 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.

• Grocery Games: Strategies to Help Stretch Your Food Budget

  Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

• What Can You Learn from Your Tax Return?

  Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

• REITs Offer Income and Diversification

  Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.