Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Retirees

 

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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Election Day 2016

November 10, 2016 -

Our take on the 2016 presidential election


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5 Pitfalls to Avoid During Mutual Fund Capital Gain Distribution Season

September 30, 2016 -

Unwanted distributions will be here before you know it—navigate them wisely


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The Bucket Approach to Retirement Allocation

September 1, 2016 -

Meet the challenges of retirement by creating a paycheck from your investment assets.


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7 Retirement Blind Spots

September 1, 2016 -

Proper planning can avoid these nasty financial shocks in retirement.


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6 Tips for Family Trustees

August 1, 2016 -

Knowing when you need help, being impartial, and documenting everything are central to being a successful trustee.


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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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