Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

New Families

 

Millenials and Money

January 27, 2015 -

A generation scared


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Are Your Assets in the Right Types of Accounts?

January 27, 2015 -

Taking care with asset placement can result in big tax savings.


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9 Ways to Secure Yourself From Cyber Thievery

January 25, 2015 -

Cyber security experts offer tips for more secure log-ins, app usage, and ongoing account monitoring.


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Avoiding Retirement Savings Mistakes

January 12, 2015 -

How to avoid the mistakes that can reduce income security


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Declining Oil Prices

December 14, 2014 -

The impact on investors


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How to Choose a Tax Preparer

December 1, 2014 -

Use these tips to search for a qualified tax professional


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Risk, Not Volatility, is the Real Enemy

December 1, 2014 -

Understand the important distinction to put your investments on solid ground


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Re-Thinking Capital Loss Harvesting

October 22, 2014 -

Focus on capital gains rates


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Leaving IRA Assets to Your Loved Ones

October 10, 2014 -

Consider these dos and don’ts as you formulate your estate plan


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How to Handle Beneficiary Designations

October 10, 2014 -

Tips for avoiding costly consequences


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A Guide to Wiser Giving

October 7, 2014 -

Strategies for maximizing your charitable contributions


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Investing in Commodities

October 1, 2014 -

Consider adding this alternative asset class to reduce volatility without sacrificing potential returns


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Floating-Rate Options When Interest Rates Rise

September 1, 2014 -

Floating-rate securities are often used to reduce rate sensitivity.


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The “Kiddie” Tax

September 1, 2014 -

Gain a basic understanding of how children are taxed


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3 Popular ETF Questions Answered

September 1, 2014 -

Learn about the pricing and tax advantages of ETFs


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Teaching Fiscal Responsibility

July 28, 2014 - Vaccinating your children against “affluenza”
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Understanding Bonds

July 28, 2014 -

Considering risk within this category of fixed income investments


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Fixed Income Investing

July 28, 2014 -

Securing returns in a low rate environment


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Investing in Real Estate

July 1, 2014 -

The best of both worlds: The income-earning potential of bonds and price appreciation opportunity of stocks


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How Money Myths Come Between Couples

May 22, 2014 -

Couples should have the financial discussion well before they think they need it


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