Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

News & Views

Insights and opinions on the markets, the economy, and what it means for investors.

How Your Investment Income is Taxed

June 9, 2016 -

A quick rundown of how the income produced by different investment types is treated at tax time.


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Accumulators: Is Your Retirement Plan on Track?

June 9, 2016 -

Rules of thumb will not cut it for this important question. Learn how to customize based on your own situation.


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Planning and Building an Eldercare Team

May 24, 2016 -

What actions, if any, should a family take if it appears a parent is experiencing diminished mental capacity?


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6 Retirement-Portfolio Withdrawal Tips

May 24, 2016 -

Helpful advice for planning and adjusting your portfolio withdrawals in retirement


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Securing Your Accounts from Cyber Thievery

May 17, 2016 - 7 measures to help keep your information safe
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How to Plan for an Inheritance

May 13, 2016 -

6 steps to ensure that the money you inherit will last and help you meet your major financial objectives


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Social Security FAQ: Spousal Benefits

May 13, 2016 -

Reviewing the rules for spousal benefits after the Bipartisan Budget Act takes effect


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A Guide to Maximizing Social Security

April 4, 2016 - A guide to maximizing your benefits
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Playing the Oil Game

February 29, 2016 -

Dramatic swings in prices have enormous economic consequences.


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Time to Rethink Social Security

February 29, 2016 -

2016 will be an unusually active year for Social Security


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When Should You Save in a Taxable Account?

February 29, 2016 -

As compelling as tax-deferred or tax-free savings may be, some situations warrant the use of a taxable account.


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Get Your Estate Plan in Gear

February 29, 2016 -

Do not put off this important piece of the financial planning process


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Market Turmoil

January 19, 2016 -

Our take on the January 2016 markets


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Adapting to Rising Interest Rates

January 15, 2016 -

Your guide to navigating a rising rate environment


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Planning for the Dementia Factor in Retirement

December 12, 2015 -

Options if you think an IRA beneficiary may develop a mental disability.


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Individual Bonds: Are They the Answer for Rising Rates?

November 18, 2015 -

Individual bonds can be held to maturity, but have a few key drawbacks.


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Why Sustainable, Responsible Investing?

November 16, 2015 -

The implications of investing are broader than dollars and cents.


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Growing Income in Retirement

November 9, 2015 -

Strategies to consider to generate income for life


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5 Year-End Portfolio Mistakes to Avoid

November 5, 2015 -

What makes sense from a portfolio standpoint may not add up from a tax standpoint.


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ETFs: Passive, Active, or Smart Beta?

November 1, 2015 -

As the popularity of exchange-traded funds has grown, so has their complexity.


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