DirectNEWS

DirectNEWS is a quarterly publication designed especially for retirement plan participants. The newsletters contain articles on various retirement and investment topics to help educate and assist participants in managing their retirement accounts.

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Direct News - Summer 2024

Keep Your Beneficiary Choices Updated

It’s important to revisit your accounts and policies that allow you to choose a beneficiary to make sure that your choices are up to date…

Good News!  You May Be Worth More Than You Realize

You may be underestimating the value of your estate.  Consider some of these assets to determine if you’re better off financially that you realize…

Direct News - Spring 2024

Your Asset Allocation – Is It Right For You?

Asset allocation is a strategy that can help you manage the overall risk in your portfolio…

Teaching Your Children Good Financial Habits

Why is it important to teach your children about money, saving, and investing? Because good financial habits can go a long way toward helping a person successfully navigate the financial challenges they are likely to encounter in adulthood…

Direct News - Winter 2024

The Inflation Equation

Investors should consider these measures to protect their retirement savings from inflation…

Carrying A Mortgage Into Retirement – Good Idea or Bad?

Should you carry a mortgage into retirement?  Here are some factors to weigh if you are trying to decide on your best course of action…