Articles

Articles

47% OF EUROPEAN WORKERS HAVE SAVED LESS THAN $25,000 FOR RETIREMENT, AND 24% HAVE SAVED LESS THAN $1,000.

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.

  • ANNUITY TAXES

    One attractive feature of an annuity is tax-deferral but qualified and non-qualified annuities are taxed differently.

  • BOND LADDERS

    A bond ladder is a strategy involving the purchase of bonds that have staggered maturity dates.

  • COMMON STOCK VS. PREFERRED STOCK

    It’s important to understand the strengths and weaknesses of common stock versus preferred stock.

  • DIVIDENDS

    It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.