Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

2019 Year-end Legislation

January 8, 2020 -

A synopsis of the SECURE Act and Retirement Reform.


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Seven Rebalancing Strategies That Are Tax-Efficient, Too!

January 7, 2020 -

Restoring a portfolio to your target allocation has the potential to trigger a tax bill, but it does not have to.


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The Market Is No Benchmark. Here Is Why.

January 3, 2020 -

A long-term investment strategy cannot be properly assessed using a short-term metric.


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How to Assess Your Insurance Needs

December 3, 2019 -

You manage risk at the portfolio level; here is how to address it in other parts of your plan.


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Do You Have Enough to Retire?

December 1, 2019 -

For soon-to-be retirees, it is crucial to conduct an ultra-customized assessment of retirement-savings adequacy.


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Five Year-End Tax Planning Moves

November 25, 2019 -

Waiting until this time of year to do our individual tax planning is an annual event for many of us.


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Strategic Giving: Think Beyond Cash

November 25, 2019 -

With the holidays upon us, many of us look for ways to combine the desire to help others with the desire to save on taxes.


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7 Steps to Estimating Your In-Retirement Cash-Flow Needs

November 1, 2019 -

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.


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4 Strategies for Improving Your Portfolio Without Triggering Extra Taxes

October 31, 2019 -

Addressing portfolio problem spots often involves a tax bill; here is how to avoid paying extra and possibly even save.


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Point of View

October 21, 2019 -

Analysis of Q3 2019


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Roth or Traditional IRA: Which Should You Choose?

October 11, 2019 -

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


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Is it Time to Consider Long-Term Care Insurance?

September 6, 2019 -

Learn the basics and evaluate your choices.


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Market Update

August 6, 2019 -

A timely commentary on recent volatility


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Point of View

August 5, 2019 -

Analysis of Q2 2019


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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.


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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.


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

July 3, 2019 -

Take a closer look at your portfolio with these helpful tips


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Yield is Underrated

July 3, 2019 -

Yield is often overlooked as an indicator of risk


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

May 29, 2019 -

Key steps to consider as you approach retirement


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How to Avoid IRA Pain Points

May 29, 2019 -

Overcoming common missteps on the road to retirement success


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