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.


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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Dispelling Myths About 529 Plans

January 1, 2014 -

Make better decisions with a firm grasp on your college savings options


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Financial First Steps After Having A Baby

January 1, 2014 -

The arrival of a baby is an exciting event, but it also brings additional financial challenges and decisions for the whole family.


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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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Retirement Planning

Comparing types of plans available


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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 to Keep Tax Records

December 1, 2013 -

A practical guide to organizing tax documents and saving space


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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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Protecting Retirement Plans

November 25, 2013 -

Advising politicians maintaining tax deductions


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Rebalance, But Not to Excess

November 22, 2013 -

Are you rebalancing too frequent, or not enough?


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