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Mount Vernon Associates, Inc.

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.

September

The world of higher education is constantly evolving. Here are some key updates for 2026.

September

Taking this quiz may help increase understanding of estate planning.

September

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

September

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

September

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

September

This article explains newly implemented and upcoming tariffs and their potential economic impact.

August

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

August

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

August

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

July

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

July

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

July

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

June

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

June

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

June

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

May

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

May

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

May

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck