Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Mid-Lifers

 

Doing Good While Doing Well

September 1, 2015 -

Consider leaving your IRA to charity


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Do Your Holdings Pass the Decluttering Test?

August 6, 2015 -

Asking how well your holdings are doing their jobs is a starting point for skinnying down your number of holdings.


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The Value of a Financial Advisor

July 17, 2015 -

Technology is best used as a tool, not a solution


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The Risks of DIY Investing

July 15, 2015 -

Biases and misperceptions about risk challenge individual investors


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Life Insurance Review Sheet

Use this worksheet to assist in a policy review


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Insured Bank Deposits™ Program

Competitive rates with full liquidity


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How Your Money is Protected

Levels of protection on investment accounts


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FundSource

A program of select mutual fund portfolios


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Envision® Workbook

Questionnaire to assist in investment planning


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Envision® Short Profile

Questionnaire to assist in investment planning


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Envision® Appointment Checklist

Prepare for the planning process


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Guardianship Services

Professional, compassionate management


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Estate Settlement Services

Highly-trained and experienced estate administrators


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Asset Advisor

A client-directed, nondiscretionary investment program


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AMT Does Not Have To Stand For “Assume More Tax”

June 9, 2015 -

Muni bonds exempt from Alternative Minimum Tax (AMT) may help impacted investors.


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Is Your Estate Plan Obsolete?

May 5, 2015 -

Negative tax consequences make A/B estate plans less attractive than they once were.


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A Hierarchy for Retirement Savings

April 30, 2015 -

Confused about which vehicles to fund first? We can help.


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Inflation Protection: How Much Do You Need?

April 19, 2015 -

Answering these questions can help you right-size your portfolio’s inflation hedges.


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An International Investing Primer

April 14, 2015 -

A diversified portfolio means exposure in international assets


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