On a quarterly basis, we publish our “Money In Motion” newsletter with articles of interest to investors. If you would like to receive updates from us, please complete the “Get Our Updates” form here. Below are our most recent Money In Motion editions:
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes
Life Insurance at an Early Age
Perhaps you’ve heard the maxim, “Preparation is the key to success”
Happy 250th, America!
This July 4th is a milestone year!
Market Volatility
Market volatility is part of the investing process
What a $5 Frappuccino Can Teach Your Teen
If you’re looking for one conversation that could change how the teens and young adults in your life think about money, start with their coffee order
Healthcare Costs in Retirement
In a 2025 survey, only 41% of all workers had calculated how much money they would need to pay for medical expenses in retirement
A Taxing Story: Capital Gains and Losses
Chris Rock once remarked, “You don’t pay taxes – they take taxes”
Understanding Marginal Income Tax Brackets
By any measure, the tax code is huge
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible
Who’s Right on Inflation? Fed, Shoppers, or Investors
Tracking inflation is like herding cats these days
Three Key Questions to Answer Before Taking Social Security
Social Security is a critical component of the retirement financial strategy for many Americans
Where Will Your Retirement Money Come From?
What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience
Keep Your Umbrella Handy
An increase in personal wealth may bring greater financial flexibility; it may also bring greater liability
What Is a Qualified Charitable Distribution (QCD)?
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor
Protection Against Uninsured Drivers
About 14 percent of all motorists, or one-in-seven drivers, do not have automobile insurance
Does Your Credit Score Affect Your Insurance Rates?
While the vast majority of insurance companies use credit-based insurance scores to help determine the price of insurance, it is banned in the states of Massachusetts, Michigan, Hawaii, and California
Understanding Money Market Funds
A money market fund, not to be confused with a money market account
Buying A Vacation Home?
5 Questions To Consider First
Catch-Up Contributions
A recent survey found that 18% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 36% are not confident
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12
Caring for Aging Parents
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing
Updates for 2024
The IRS recently released updated income tax brackets, standard deduction, and retirement contributions limits for the 2024 tax year
Social Security COLA And Medicare Part B Premiums
The Social Security Administration recently announced that over 71 million Americans, including Social Security and Supplemental Security Income beneficiaries, will receive a 3.2% increase in their benefits for 2024
Life Insurance Myths: Debunked
Have you ever heard someone claim they don’t need life insurance?
Navigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities.
Estate Strategies of the Rich and Famous
Famous people are all too human
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation
Consider Keeping Your Life Insurance When You Retire
Do you need a life insurance policy in retirement?
August is Make a Will Month
a time dedicated to strategizing for the future
Your Changing Definition of Risk in Retirement
During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive”
Inflation & Your Money
If the current annual inflation rate is 7.9 percent, why do my bills seem like they’re 10 percent higher than last year?
Just a friendly reminder
Check beneficiary designations
