Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

Why You Should Fill Out the FAFSA

September 26, 2018 -

Even if you think it is a waste of time, this 30-minute activity can determine a student’s eligibility for a myriad of grants and aid for all income levels.


Read more

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

September 26, 2018 -

The same forces fueling retirement confidence also have the potential to work against new retirees in the years ahead.


Read more

What the New Law Means for Charitable Giving

September 6, 2018 -

Some changes, but the basic structures available remain in place


Read more

Estate Planning for Every Stage of Life

September 6, 2018 -

Estate planning is for everyone, wealthy or not.


Read more

5 Retirement Planning Blind Spots

September 5, 2018 -

Consider these common trouble spots that have the potential to catch you off guard.


Read more

Traditional 401(k) versus Roth 401(k)

September 5, 2018 -

How do they differ and which one is right for you?


Read more

Adapting to Rising Interest Rates

August 29, 2018 -

Your guide to navigating a rising rate environment


Read more

How to Extract Income from a Retirement Portfolio

July 31, 2018 -

A pure income approach is still the answer for some, while other retirees cannot afford to subsist on income alone.


Read more

How to Tame Your Financial Records

July 31, 2018 -

Most of us could use some advice with better managing our financial records. Look no further.


Read more

Point of View

July 26, 2018 -

Analysis of Q2 2018


Read more

Where Do IRAs Fit in Your Retirement Distribution Plan?

June 1, 2018 -

Tips for successful money management during retirement


Read more

The Short Answer: Bonds in a Rising Rate Climate

May 31, 2018 -

Q: Can I just buy individual bonds and hold them to maturity, and not worry about rising rates?


Read more

Is Instinct Eroding Your Financial Health?

May 17, 2018 -

Social comparisons were strongly correlated with financial well-being.


Read more

Point of View

April 19, 2018 -

Analysis of Q1 2018


Read more

Should You Transfer Money From an IRA to an HSA?

March 26, 2018 -

The skinny on this “once-in-a-lifetime opportunity.”


Read more

3 Investing Mistakes to Avoid

March 26, 2018 -

Investors spend a massive amount of time trying to make all the right moves and not enough time avoiding the wrong ones.


Read more

Market Commentary: Good Morning, Mr. Powell

February 6, 2018 -

Our take on the recent sell-off


Read more

How to Create a Succession Plan for Your Portfolio

February 2, 2018 -

Follow these key steps for a smooth transition.


Read more

Rebalancing: The Swiss Army Knife in Your Retirement Tool Kit

January 29, 2018 -

Scaling back appreciated equity positions can do more for you than reduce risk.


Read more

Key Provisions of 2017 Tax Reform

January 24, 2018 -

Final provisions of the 2017 tax reform bill and their impact on individual investors and business owners.


Read more

Pages