Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Retirees

 

When to Begin Social Security Benefits

April 21, 2014 -

Retire early or maximize monthly payments


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The Next Phase

April 21, 2014 - Relocating in retirement
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5 Strategies to Maximize Your IRA

April 1, 2014 -

Make the most of your IRA with these helpful tips


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5 Estate Planning Tasks You Should Not Put Off

April 1, 2014 -

Regardless of changing legislation, these estate planning tactics are timeless.


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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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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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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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Donor-Advised Fund

Charitable giving with less administration


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Special Needs Trusts

Protecting loved ones and their assets


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Estate Planning: Did You Know?

5 facts show the importance of planning ahead


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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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How Long Will You Live?

December 1, 2013 -

A guide to guessing and planning for the future


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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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How Long to Keep Tax Records

December 1, 2013 -

A practical guide to organizing tax documents and saving space


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