Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Retirees

 

Do Not Get Caught by These 10 Behavioral Pitfalls

July 1, 2016 -

Successful investing requires a rare ability to overcome one’s own psychological weaknesses—but you have to identify them first.


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How Your Investment Income is Taxed

June 9, 2016 -

A quick rundown of how the income produced by different investment types is treated at tax time.


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Planning and Building an Eldercare Team

May 24, 2016 -

What actions, if any, should a family take if it appears a parent is experiencing diminished mental capacity?


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6 Retirement-Portfolio Withdrawal Tips

May 24, 2016 -

Helpful advice for planning and adjusting your portfolio withdrawals in retirement


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Securing Your Accounts from Cyber Thievery

May 17, 2016 - 7 measures to help keep your information safe
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Social Security FAQ: Spousal Benefits

May 13, 2016 -

Reviewing the rules for spousal benefits after the Bipartisan Budget Act takes effect


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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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