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Creative Financial Professionals

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Newsletters

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.

May

Here are some of the everyday distractions that can affect a driver’s performance and increase the chances of a crash.

July

Drowning accidents are tragic and most of them have one thing in common – they’re preventable.

March

Describes the Fed's Beige Book and how it provides concise economic insights.

November

Record losses suffered in 2021 showed that brutal weather can blow into almost any part of the country. Taking these steps to winterize your home could help protect your home and family.

January

In the aftermath of a disaster, stunned homeowners may not be sure what to do first, who to trust, or how to manage the recovery process.

December

Offers practical holiday shopping tips to save time and money.

January

Explains provisions allowing rebates for home energy efficiency and electrification projects.

March

Examines the possibility of market rotation from growth to value stocks.

January

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

December

Explains using life insurance to make meaningful charitable donations.

December

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

October

Explains benefits of employee-stock ownership plans for succession planning.

May

Discusses ETF adoption and advantages over mutual funds.

September

Most communities could be impacted by a natural disaster such as a hurricane, wildfire, or earthquake. In the spirit of National Preparedness Month, here are some tips to prepare for an emergency.

January

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

January

Auto policy premiums can vary widely because they are personalized using mathematical formulas that reflect the perceived level of risk.

July

Boat owners should follow safe practices and make sure to have adequate insurance coverage.

November

Explores how investment strategy changes once retirement begins.

February

Provides an overview of indexed annuities.

June

Explains expanded uses making 529 plans more flexible.

December

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

May

Advises small businesses on cybersecurity risk management.

July

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

July

Compares control, maturity, and performance differences between individual bonds and bond funds.

January

The One Big Beautiful Bill Act includes many provisions that affect higher education.

October

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

November

Describes how Roth accounts can generate tax-free retirement income.

December

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

January

Considering some important issues now could provide more options in the event of early retirement.

December

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

April

Details early-2025 correction caused by trade tensions and slowing growth.

September

Describes benefits of volunteer travel for personal growth and giving back.

April

Shows U.S. debt and deficit trends as of 2025.

February

Homeowners or renters insurance may not provide enough protection to replace an engagement ring or other expensive item. Purchasing a separate personal property policy or adding a “floater” to a standard policy could provide the protection you need.

March

Explains how tariffs function and their possible economic consequences.

May

Outlines how estates handle debts of deceased individuals.

November

Describes financial burdens associated with end-of-life care and funerals.

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