Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

Working Longer: Good Aspiration, But Not a Plan

May 30, 2017 -

Many Americans expect to close retirement plan gaps by working longer, but the strategy comes with its own risks.


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Retirement Planning When There is an Age Gap

May 30, 2017 -

How one partner’s longer life expectancy affects withdrawal rates, asset allocation, Social Security, and more


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Utilizing Grantor Trusts

May 30, 2017 -

When properly drafted, grantor trusts can be a powerful tool for estate planning and wealth transfer.


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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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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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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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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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How Trump Has Changed Inflation Expectations

December 16, 2016 -

Changing expectations concerning inflation and interest rates have sent bond prices lower and yields higher.


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