Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

New Families

 

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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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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Back Door Roth IRAs: Should You Have One?

April 21, 2014 -

Converting traditional IRAs to a Roth


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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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Life Insurance

How much coverage do you need?


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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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Trust Terminology

Breaking through the jargon


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Personal & Corporate Trustees

Enhancing long-term financial security


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Land Trust

Retain control while minimizing legal concerns of ownership


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1031 Exchange

Defer capital gains on business or investment property


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Special Needs Trusts

Protecting loved ones and their assets


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Retirement Planning

Comparing types of plans available


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Advisory Services Accounts

Fee-based services for a customized investment profile


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Collect and Organize Your Financial Data

A digital workbook for you, your advisors, trustees, and loved ones


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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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