Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

New Families

 

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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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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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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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.


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Young Adults and Financial Independence

September 6, 2019 -

Helpful guidance for key discussion points with your children.


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4 Tax Pitfalls to Avoid in a Lofty Market

September 6, 2019 -

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


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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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How to Avoid IRA Pain Points

May 29, 2019 -

Overcoming common missteps on the road to retirement success


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2 Estate Planning Tools That Singles Should Consider

May 29, 2019 -

Streamlined advice to keep your affairs in order


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Point of View

April 11, 2019 -

Analysis of Q1 2019


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Do Tax Law Changes Affect IRA Deductibility?

April 4, 2019 -

Helpful insight on recent tax law changes


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Like-Kind Exchanges

March 11, 2019 -

What's old is new again.


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Paying for College? Two Ways to Lower Your Taxes

March 11, 2019 -

Understand two available tax credits.


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