Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.


5 Best Practices for an Organized Financial Life

April 25, 2017 -

Implementing the right systems can help keep valuable financial records safe, accessible, and organized.


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An Investing Road Map for Midcareer Accumulators

April 25, 2017 -

Key financial priorities for investors in the peak earnings years of their 40s and 50s.


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Point of View

April 19, 2017 -

Analysis of Q1 2017


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20 IRA Mistakes to Avoid

March 23, 2017 -

From contributions to conversions to distributions, do not fall into these traps


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A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think

March 18, 2017 -

Proper accounting of cost basis is essential to avoid paying more taxes than you need to.


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Life Insurance in Retirement: Who Needs It?

March 16, 2017 -

There are cases where owning life insurance in retirement makes sense


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Fed Raises Interest Rates

March 16, 2017 -

Our take on the March 2017 interest rate hike


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Know the Rules on Inherited IRAs

March 2, 2017 -

Evaluate your situation before dipping into IRA assets from a deceased loved one.


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The ‘Right’ Rebalancing Strategy Depends on Your Life Stage

March 2, 2017 -

De-risking is the top priority for retirees, while early accumulators can focus more on return enhancement.


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Keeping it in the Family

February 24, 2017 -

The most critical factor in maintaining a vacation home is intrafamily dynamics.


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Information vs. Advice

February 24, 2017 -

The true answer to most questions is, "it depends"


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Retirement Planning for One

February 24, 2017 -

Planning and steps to consider for singles


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Retirement Planning for Special-Needs Families

February 16, 2017 -

Understanding government assistance available to special-needs family members, the role of ABLE accounts, and retirement plans that involve the whole family.


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Will Pro Rata Rules Trip Up Your Retirement Plan?

February 16, 2017 -

Failing to understand these rules can force investors to pay more in taxes than they expected to.


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Are Roth or Traditional IRA Contributions Better?

February 16, 2017 -

Take the tax break at the time of contribution or save it for later? We discuss the considerations.


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Point of View

February 1, 2017 -

Analysis of Q4 2016


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Possible Retirement Policy Changes in a Trump Administration

January 20, 2017 -

Taking a look at retirement-related issues that could see action in Washington in the coming year.


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What is on Deck For Your 2017 Taxes?

January 9, 2017 -

The skinny on dividend and capital gains taxes, IRA and 401(k) contribution limits, and more.


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2017 Tax Planning Checklist

A guide to assist you quarter-by-quarter


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Do Not Write Off Tax-Loss Selling in a Strong Market

December 16, 2016 -

Even buy-and-hold investors may be able to identify worthy candidates.


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