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Byron Link

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.

Key Retirement and Tax Numbers for 2025

Accounts for Two: A Team Approach to Retirement Savings

Phased Retirement Can Help Smooth the Transition

Could There Be a Shift from Growth to Value?

Read a Good Beige Book Lately?

HOT TOPIC: Tariffs: How They Work and Potential Economic Effects

Are You Missing the Bull’s-Eye with a Target-Date Fund?

Breaking Down the Numbers: The Soaring U.S. National Debt

Cancer Happens: Insurance Can Help Fortify Your Finances

Traditional or Roth Contributions? Think It Through for Future You

The Four-Day Workweek: Is It Destiny or a Distant Dream?

HOT TOPIC: Tariff Turmoil: The Makings of a Stock Market Correction

ETFs Are Closing the Gap with Mutual Funds

Debt After Death: What Happens to Debt When Someone Dies?

Playing Fair: New Consumer Protections for Airline Passengers

QLACs: Your Retirement Accounts Can Act Like Pensions

HOT TOPIC: Tariffs Drive Market Volatility

Versatile 529 Plans Can Help with More than Just College

Life Insurance in Retirement

Catch Up for a More Comfortable Retirement

Look Out for Observation Care

Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

Will You Pay a Medicare Surcharge?

Fine-Tuning with Sector Funds

Peer-to-Peer Payments Are Popular, but Be Careful

Individual Bonds vs. Bond Funds: What’s the Difference?

Important Tax Breaks for Pass-Through Businesses

HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

Have You Set a Retirement Savings Goal?

Buying a Condo? Focus on the Financials

Investing with Market Cap in Mind

How Savers and Spenders Can Meet in the Middle

Home Appliance Economics

HOT TOPIC: What’s in the New Tax Legislation?

Consider Munis for Tax-Free Income

Navigating Financial Conversations with Aging Parents

Voluntourism: A Vacation That Makes a Difference

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Why Renters Should Have Their Own Insurance

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Life Insurance Might Help During Turbulent Economic Times

How Has SECURE 2.0 Affected 401(k) Plans?

Three Ways to Help Build Financial Resilience

Could Employee Ownership Be Part of Your Succession Plan?

Grocery Games: Strategies to Help Stretch Your Food Budget

HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Are You Prepared for the High Cost of Dying?

What Happens to Your Time Horizon at Retirement?

Navigating Medicare Open Enrollment

Consider Roth for Tax-Free Income

Avoiding Probate with a TOD Deed and TOD Account

November2

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Balancing Life in the Sandwich Generation

Beneficiary Designations: Who Gets the Money?

Closed-End Funds May Offer Higher Income

Life Insurance for Two

Unpacking the Real Limitations on Unlimited PTO

HOT TOPIC: The Shutdown is Over: What Now?

Key Tax Law Changes to Higher Education Coming Soon

Strategies for Smarter Giving

Surprise! It’s Retirement Time

Tips to Help Preserve Your Inheritance

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

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