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.


A Hierarchy for Retirement Savings

April 30, 2015 -

Confused about which vehicles to fund first? We can help.


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Inflation Protection: How Much Do You Need?

April 19, 2015 -

Answering these questions can help you right-size your portfolio’s inflation hedges.


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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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