Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.


20 IRA Mistakes to Avoid

March 23, 2017 -

From contributions to conversions to distributions, do not fall into these traps


Read more

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.


Read more

Fed Raises Interest Rates

March 16, 2017 -

Our take on the March 2017 interest rate hike


Read more

Life Insurance in Retirement: Who Needs It?

March 16, 2017 -

There are cases where owning life insurance in retirement makes sense


Read more

Know the Rules on Inherited IRAs

March 2, 2017 -

Evaluate your situation before dipping into IRA assets from a deceased loved one.


Read more

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.


Read more

Keeping it in the Family

February 24, 2017 -

The most critical factor in maintaining a vacation home is intrafamily dynamics.


Read more

Information vs. Advice

February 24, 2017 -

The true answer to most questions is, "it depends"


Read more

Retirement Planning for One

February 24, 2017 -

Planning and steps to consider for singles


Read more

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.


Read more

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.


Read more

Are Roth or Traditional IRA Contributions Better?

February 16, 2017 -

Take the tax break at the time of contribution or save it for later? We discuss the considerations.


Read more

Point of View

February 1, 2017 -

Analysis of Q4 2016


Read more

Possible Retirement Policy Changes in a Trump Administration

January 20, 2017 -

Taking a look at retirement-related issues that could see action in Washington in the coming year.


Read more

What is on Deck For Your 2017 Taxes?

January 9, 2017 -

The skinny on dividend and capital gains taxes, IRA and 401(k) contribution limits, and more.


Read more

2017 Tax Planning Checklist

A guide to assist you quarter-by-quarter


Read more

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.


Read more

How Trump Has Changed Inflation Expectations

December 16, 2016 -

Changing expectations concerning inflation and interest rates have sent bond prices lower and yields higher.


Read more

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?


Read more

Essential Financial-Planning Numbers for 2017

December 16, 2016 -

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


Read more

Pages