2022 Newsletters

Feel free to review any 2022 Newsletters listed below.

December 2022


Article Highlights include:
Vishing: How to Identify and Prevent Voice Phishing Scams
Recession Considerations in Retirement

November 2022


Article Highlights include:
Yet Another Fed Rate Hike Expected in Early November Meeting
How Much is Enough to Save for a Comfortable Retirement?

October 2022


Article Highlights include:
Tax Loss Harvesting - An Overview
Review: 2022 IRS Dirty Dozen

September 2022


Article Highlights include:
IRS Message for September, National Preparedness Month
A First Look At The Inflation Reduction Act

August 2022


Article Highlights include:
Text Banking Scams On The Rise
MYGA Laddering: How it Works

July 2022


Article Highlights include:
Reconsidering Your Summer Travel Plans?
How Recessions can Impact Retirement

June 2022


Article Highlights include:
Father's Day - History and Origins
How Rising Energy Costs Are Fueling Inflation

May 2022


Article Highlights include:
Mother's Day - History and Origins
Federal Funds Rate Hike Expected in May and Beyond

April 2022


Article Highlights include:
Gardening Math: Return on Investment
Market Turbulence in Retirement


March 2022


Article Highlights include:
2021 Fraud Trends Show Increased Loss and Rise of Investment Scams
Ukraine Conflict Could Increase Inflationary Pressures on Food and Energy


February 2022


Article Highlights include:
Prepare for Another Stressful Tax Season
Social Security 2022 Highlights


January 2022


Article Highlights include:
2022 Tax dates & Deadlines
When to Start Claiming Social Security



View My 2020 Newsletters | View My 2021 Newsletters| View My 2022 Newsletters | View My 2023 Newsletters | View My 2024 Newsletters

 

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Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.