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December 2020

Inside the December Perspective newsletter: What to expect with the markets in 2021, tips when giving to charity this holiday season, how to talk to your parents about money and more

• Turning the Page on 2020. What Comes Next?
• Making the Switch from Saving to Spending in Retirement
• Charitable Giving FAQs
• Talking to Your Parents about Money: Pitfalls to Avoid
• Answers to Financial Questions You're Afraid to Ask

November 2020

Inside the November Perspective newsletter: What actions, if any, should you take before the end of the year? Our 2020 year-end financial checklist will guide you as you wrap up this year and set new goals for 2021.

• Your 2020 Year-end Financial Checklist
• Navigating the New Digital World
• Retirement Relocation Tips
• Behind on Retirement Savings? Tips to Catch Up.
• Is Your Credit Score Holding You Back?

October 2020

Inside our October e-newsletter: What's the economic outlook for a post-COVID-19 world? Our perspective on the long-term impacts caused by the pandemic and more.

• The World after COVID-19: Long-term Economic Impacts
• Tips to Avoid a Cyberattack 
• How Will You Spend Your Retirement? 
• Paying for College without Sacrificing Your Retirement 
• Answers to Your Questions about Socially Conscious Investing

September 2020

In this issue: Three trends to know when it comes to politics and investing, questions to ask about annuities, life insurance planning and more.

• Will this Election Year Be Politics as Usual?
• Is an Annuity Right for You? 6 Questions to Ask.
• Should Life Insurance Be in Your Succession Plan?
• Your Guide to Choosing Life Insurance
• Checklist: 5 Signs You Might Need Life Insurance

August 2020

In this issue: Steps to stress-free home improvements, tips for ways to live your healthiest life in retirement, what history teaches us about recessions and recoveries and more.

• Investing Through Recessions and Recoveries: Lessons from History
• Living Your Healthiest Life in Retirement
• 4 Steps to Stress-free Home Improvements
• New Budget for Your New Normal
• Vacation Canceled? What to Do with the Cash