Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

News & Views

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

Giving Stock to Another Person

May 1, 2014 -

What you need to know before giving assets for tax and estate planning purposes


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Income Into Retirement

April 21, 2014 -

Do you know how to safely retire?


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Back Door Roth IRAs: Should You Have One?

April 21, 2014 -

Converting traditional IRAs to a Roth


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Providing for Parents

April 21, 2014 -

Planning ahead to preserve wealth and cover costs


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When to Begin Social Security Benefits

April 21, 2014 -

Retire early or maximize monthly payments


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The Next Phase

April 21, 2014 - Relocating in retirement
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5 Strategies to Maximize Your IRA

April 1, 2014 -

Make the most of your IRA with these helpful tips


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5 Estate Planning Tasks You Should Not Put Off

April 1, 2014 -

Regardless of changing legislation, these estate planning tactics are timeless.


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All Eyes on China

March 11, 2014 -

A closer look at our trade balance


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ETFs Versus Actively-Managed Funds

March 1, 2014 -

Consider costs, style, transparency of investments, manager performance, and tax implications when evaluating management styles


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529 Plan Participants Deserve Better Disclosure

March 1, 2014 -

Better-informed investors can make better decisions, but most 529 Plans are not providing basic information.


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Budgeting Your Risk

January 21, 2014 -

An advanced portfolio construction strategy


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Financial First Steps After Having A Baby

January 1, 2014 -

The arrival of a baby is an exciting event, but it also brings additional financial challenges and decisions for the whole family.


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Dispelling Myths About 529 Plans

January 1, 2014 -

Make better decisions with a firm grasp on your college savings options


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How Long Will You Live?

December 1, 2013 -

A guide to guessing and planning for the future


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Making Annual $14,000 Gifts

December 1, 2013 -

Everything you need to know about the simplest estate planning tool around


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How Long to Keep Tax Records

December 1, 2013 -

A practical guide to organizing tax documents and saving space


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Protecting Retirement Plans

November 25, 2013 -

Advising politicians maintaining tax deductions


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Rebalance, But Not to Excess

November 22, 2013 -

Are you rebalancing too frequent, or not enough?


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Saving is Not Enough

November 1, 2013 -

Find an investment style that complements your appetite for risk


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