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.


The Main Street Lending Program: The Latest COVID-19 Relief Effort

May 12, 2020 -

A highway to $600 billion in credit for small and mid-sized businesses


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It is Time to Look at Tax-Loss Selling

May 6, 2020 -

There is no telling if stocks have bottomed, but selling losing positions can help you find a silver lining in a down market.


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10 Sources of Emergency Cash, Ranked from Best to Worst

May 6, 2020 -

The CARES Act makes it easier to gain access to retirement accounts in a pinch, but they are not likely to be your best source of emergency cash.


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Can You Still Retire Soon?

April 3, 2020 -

A volatile market could have you rethinking some long-held retirement plans, especially if you are close to your target date. Before you make any moves, take these steps to check your plan and/or put it back on track.


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Where to Go for Income in a Low-Yield World

April 3, 2020 -

If you are on the hunt for yield, be sure to mind the downside.


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The CARES Act: Part Three of the COVID-19 Relief Effort

April 1, 2020 -

What this emergency $2 trillion package means for individuals and businesses.


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Families First Coronavirus Response Act

March 24, 2020 -

What small- and mid-sized companies need to know now.


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Tax Payment Relief & Planning Opportunities In a Down Market

March 19, 2020 -

Tax strategies to consider in light of the market sell-off and IRS Notice 2020-17.


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Budgeting

March 13, 2020 -

Where is your money going?


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How Secure Are Your Finances?

March 9, 2020 -

Revisiting retirement and estate plans is a must under the new SECURE Act.


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How Much Risk Should I Take When Investing?

February 28, 2020 -

Determine your ideal risk level in three easy steps.


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Could Later RMDs Lower Your Tax Bill?

February 28, 2020 -

The retirement ‘sweet spot’ is now larger, but Social Security and other considerations could limit tax-saving benefits.


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Coronavirus Market Update

February 26, 2020 -

This week's extreme negative reaction comes on the heels of sobering statistics concerning the spread of COVID-19 (the "Wuhan Coronavirus") and its impact on global economic growth.


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How Do Your Financial Priorities Stack Up With Our Pyramid?

February 8, 2020 -

Make sure you are not geeking out about small-bore investment problems while giving short shrift to the game-changers.


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Retirement Planning Is Complicated. Your Retirement Portfolio Should Not Be.

February 6, 2020 -

Four ideas for streamlining your holdings and reducing your oversight obligations.


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Life Insurance Trusts

Transferring wealth to beneficiaries without income tax or estate tax


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Maximizing Your Retirement Savings

Ensure income needs are met through retirement


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Long-Term Care Insurance

Traditional and hybrid policies


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Point of View

January 26, 2020 -

Analysis of Q4 2019


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2019 Year-end Legislation

January 8, 2020 -

A synopsis of the SECURE Act and Retirement Reform.


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