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.


An International Investing Primer

April 14, 2015 -

A diversified portfolio means exposure in international assets


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Coping with Near-Term Fluctuations

April 1, 2015 -

Adopting a long-term perspective can prove helpful


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Being Secure in Retirement

Wealth protection strategies


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A Checklist for Taxable Bond Fund Investors

March 27, 2015 -

Five considerations for those investing in fixed-income funds


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New Strategies for Covering Long-Term Care Costs

March 19, 2015 -

A recent study offers food for thought on the best way to insure against the risk of high long-term care expenses.


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Backdoor Roth IRA? Avoid These 6 Mistakes

March 15, 2015 -

These errors can jack up tax—and opportunity—costs.


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Cost-Basis Choices Not Set in Stone

March 5, 2015 - Investors may switch methods used to calculate capital gains, with one big exception.
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The Tax Break That Does Not Die With You

February 27, 2015 -

Widowed investors are at risk of missing an important tax break because they are not aware of a key deadline.


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6 Key Reasons Why Investing in a Taxable Account Is Underrated

February 25, 2015 -

Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors’ tool kits.


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Pay Some Tuition in Cash, Get a $2,500 Tax Rebate

February 24, 2015 -

Families with incomes of up to $180,000 can take advantage of the American Opportunity Tax Credit to recoup some college costs, but the measure is set to expire after 2017.


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5 Myths About College Financial Aid

February 17, 2015 -

A look at the facts regarding why even students from wealthy families should fill out the FAFSA, the (remote) odds of getting a full-ride scholarship, and more.


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How Your Social Security Benefit Is Calculated

February 12, 2015 -

Understanding the many factors that figure in to your benefit amount


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4 Dangerous Assumptions That Could Hurt Your Retirement Plan

February 5, 2015 -

Simple steps to counteract common—and dangerous—retirement obstacles


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Should You Make Aftertax Contributions to Your 401(k)?

February 1, 2015 -

New IRS guidelines enable heavy savers to get more assets into the Roth column.


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Millenials and Money

January 27, 2015 -

A generation scared


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Are Your Assets in the Right Types of Accounts?

January 27, 2015 -

Taking care with asset placement can result in big tax savings.


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9 Ways to Secure Yourself From Cyber Thievery

January 25, 2015 -

Cyber security experts offer tips for more secure log-ins, app usage, and ongoing account monitoring.


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Retirement Planning

January 21, 2015 -

Simple steps for late savers


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Avoiding Retirement Savings Mistakes

January 12, 2015 -

How to avoid the mistakes that can reduce income security


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5 RMD Pitfalls to Avoid

December 18, 2014 -

Important considerations for your annual withdrawals


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