Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Retirees

 

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 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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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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8 Questions for RMD Season

December 16, 2016 -

We are coming into the year’s home stretch; do you know where your required minimum distributions are?


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Essential Financial-Planning Numbers for 2017

December 16, 2016 -

The skinny on retirement-plan contributions, Social Security, and more.


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December 2016 Manager Commentary

December 14, 2016 -

Our take on the markets


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Tax-Gain Harvesting Can Be a Profitable Strategy

November 25, 2016 -

‘Stepping up’ cost basis can reduce tax bills for lower-income investors.


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Is a Donor-Advised Fund Right for You?

November 25, 2016 -

A look at some of the pros and cons of these increasingly popular investment vehicles.


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Point of View

November 21, 2016 -

Analysis of Q3 2016


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Election Day 2016

November 10, 2016 -

Our take on the 2016 presidential election


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