Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

News & Views

Insights and opinions on the markets, the economy, and what it means for investors.

Roth or Traditional IRA: Which Should You Choose?

October 11, 2019 -

Here is a simple system to help you break down the choice.


Read more

Stop the Mutual Fund Capital Gains Distribution Madness

October 11, 2019 -

Some funds are likely to make big payouts again this year, but you do not have to take them lying down.


Read more

Young Adults and Financial Independence

September 6, 2019 -

Helpful guidance for key discussion points with your children.


Read more

4 Tax Pitfalls to Avoid in a Lofty Market

September 6, 2019 -

What helps improve your portfolio can also increase the taxes you owe.


Read more

Is it Time to Consider Long-Term Care Insurance?

September 6, 2019 -

Learn the basics and evaluate your choices.


Read more

Cut Stocks or Add to Them? A Key Dilemma for Your Retirement Plan

September 5, 2019 -

The ‘right’ glide path depends on what you are trying to achieve—and your attitude toward risk and volatility.


Read more

The End of Favorable Tax Treatment for Inherited IRAs?

September 5, 2019 -

Congress’ next “pay-for” is not as significant as it seems at first glance.


Read more

Market Update

August 6, 2019 -

A timely commentary on recent volatility


Read more

Point of View

August 5, 2019 -

Analysis of Q2 2019


Read more

Can I Use a Roth IRA to Pay for College?

July 25, 2019 -

Consider the pros and cons of using Roth IRAs for college savings.


Read more

An Action Plan for Long-Term Care

July 25, 2019 -

Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.


Read more

Wait, What is That in My 401(k)?

July 3, 2019 -

Take a closer look at your portfolio with these helpful tips


Read more

Yield is Underrated

July 3, 2019 -

Yield is often overlooked as an indicator of risk


Read more

What If This Turns Out to Be a Terrible Time to Retire?

May 29, 2019 -

Key steps to consider as you approach retirement


Read more

How to Avoid IRA Pain Points

May 29, 2019 -

Overcoming common missteps on the road to retirement success


Read more

There Is No Magic Number for Self-Funding Long-Term Care

May 29, 2019 -

We must dig a little deeper to assess the true need.


Read more

2 Estate Planning Tools That Singles Should Consider

May 29, 2019 -

Streamlined advice to keep your affairs in order


Read more

Point of View

April 11, 2019 -

Analysis of Q1 2019


Read more

Do Tax Law Changes Affect IRA Deductibility?

April 4, 2019 -

Helpful insight on recent tax law changes


Read more

Should Your Withdrawals Mirror Your RMDs?

March 25, 2019 -

Considerations to help you for the long haul


Read more

Pages