Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

The Biden and Trump Tax Plans: A Planning Guide

October 22, 2020 -

Election Day is less than two weeks away and significant tax hikes may be on the horizon as early as January 1, 2021.


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Turner Speaks on WGN Radio 720

October 20, 2020 -

Audio is now available. Listen here.


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What’s New for the 2021 Tax Season

October 14, 2020 -

To characterize the past year as one of change would be an understatement.


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How to Create Cash Flows in Retirement

October 14, 2020 -

Six key steps for incorporating rebalancing into your retirement plan


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How State and Local Taxes Affect Your Retirement Plan

October 14, 2020 -

With state and local budgets under pressure because of the coronavirus, taxes from these entities may become a front-burner issue if they are not already.


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Turner Speaks on WGN Radio 720

October 2, 2020 -

Audio is now available. Listen here.


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Turner Speaks on WGN Radio 720

September 10, 2020 -

Audio is now available. Listen here.


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What the Pandemic Has Taught Us

September 4, 2020 -

How you leave your legacy should be at the forefront of your thoughts.


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Election Day and Tax Planning

September 4, 2020 -

It is prudent for taxpayers to consider the potential implications of the proposed tax law changes of both presidential candidates and plan accordingly.


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How to Avoid Paying Extra Taxes on Your College Refund

September 3, 2020 -

529 withdrawal rules may cause you to pay extra if you are not careful


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Seven Items Your Estate Plan May Have Left Out

September 3, 2020 -

If your goal is to look out for your loved ones, consider tackling these additional estate planning jobs


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Turner Speaks on WGN Radio 720

August 17, 2020 -

Listen to full audio here.


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Point of View

August 13, 2020 -

Analysis of July 2020


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Turner Speaks on WGN Radio 720

July 24, 2020 -

Audio is now available


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Point of View

July 14, 2020 -

Q2 2020 Economic Commentary and Capital Market Update


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Time to Rebalance?

July 2, 2020 -

Hands-off investors are apt to find that it is time to rebalance not just to bonds from stocks but also to value from growth and to non-U.S from U.S.


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What Prior Market Crashes Can Teach Us About Navigating the Current One

July 2, 2020 -

The regularity of market crashes is a reminder that patience is key to investing in equity markets.


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Investing Habits in Times of Turmoil

June 16, 2020 -

When life is most disrupted, we have an opportunity to plan for future normalcy.


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Pandemic Rages On, So Do 1031s

April 9, 2020 -

New guidelines to assist sellers with extensions of 1031 exchange deadlines were issued on April 9, 2020.


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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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