Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

Clearing Up QCD Confusion

July 7, 2021 -

As this strategy becomes more commonplace, so do questions about how to execute it.


Read more

Three Tricky Decisions for Every Retirement Plan

July 7, 2021 -

Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.


Read more

Seven Pieces of Financial Advice for New Graduates

June 14, 2021 -

How you can help your loved ones get on the right track financially, even in a pandemic.


Read more

Feeling Blue: Sorting Out 2021’s Tax Proposals

June 9, 2021 -

Here’s what investors should keep in mind and plan for in 2021 as President Biden and the post-Blue Wave Democratic majorities in the House and Senate plan a major individual and estate tax overhaul.


Read more

How Much Should You Worry About Inflation in Retirement?

May 6, 2021 -

Calculating a customized inflation rate is better than using a blunt measure like CPI.


Read more

VIDEO: The Economic Recovery and You

April 27, 2021 -

What looms on the horizon and how to prepare yourself.


Read more

Point of View

April 13, 2021 -

March 2021 Analysis


Read more

An Investing Road Map for Pre-Retirees

April 6, 2021 -

The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.


Read more

Point of View

March 22, 2021 -

February 2021 Analysis


Read more

The Good News About Retirement Income

March 5, 2021 -

A lower starting withdrawal rate does not guarantee you will have to live on less.


Read more

Pinning Down Portfolio Rules of Thumb

February 9, 2021 -

Investing can be complicated, but common portfolio guidelines can be a good starting point.


Read more

Get Your Estate Plan in Gear

February 9, 2021 -

Do not put off this important piece of the financial planning process.


Read more

VIDEO: Panel Discussion - The Post-Inauguration Economic Outlook

February 4, 2021 -

What investors and business owners need to consider


Read more

The Employee Retention Credit Expanded

February 3, 2021 -

Significant new COVID relief is now available for businesses.


Read more

Post-Election 2021 Planning: Surfing the Blue Wave

January 22, 2021 -

The year 2020 was like no other in many ways, and thus far into 2021, the 2020 mantra “expect the unexpected” rings true.


Read more

What You Can Learn From Your 1099 Forms

January 15, 2021 -

These forms can yield valuable intelligence about your portfolio’s asset location and tax efficiency.


Read more

Turner Speaks on WGN Radio 720

January 14, 2021 -

Audio is now available. Listen here.


Read more

The Pandemic and Long-Term Care

December 7, 2020 -

We examine the impact of COVID-19 on long-term care.


Read more

Estate Planning: More Than a Bunch of Documents

December 7, 2020 -

Communicate early and often with your family about what to expect after you are gone.


Read more

Pages