Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

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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Protecting Yourself From Cybercrime

Protect data, identity and personal information


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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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Hybrid Securities

Enhanced yield for income-oriented investors


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Floating Rate Securities

Interest rates reset periodically


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Callable Step-Up Investments

Higher potential returns than noncallable investments


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Bond Swapping

Changing bonds within a portfolio


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Bond Portfolio Laddering

A bond purchasing strategy


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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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Charitable Lead Trusts

Tax-savvy gifting that also serves to pass wealth to future generations.


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Charitable Remainder Trusts

Tax-savvy gifting that also creates diversification and a long-term income stream.


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2016 Tax Planning Checklist

A guide to assist you quarter-by-quarter


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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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