Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Retirees

 

Tax Payment Relief & Planning Opportunities In a Down Market

March 19, 2020 -

Tax strategies to consider in light of the market sell-off and IRS Notice 2020-17.


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Budgeting

March 13, 2020 -

Where is your money going?


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How Secure Are Your Finances?

March 9, 2020 -

Revisiting retirement and estate plans is a must under the new SECURE Act.


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Could Later RMDs Lower Your Tax Bill?

February 28, 2020 -

The retirement ‘sweet spot’ is now larger, but Social Security and other considerations could limit tax-saving benefits.


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Coronavirus Market Update

February 26, 2020 -

This week's extreme negative reaction comes on the heels of sobering statistics concerning the spread of COVID-19 (the "Wuhan Coronavirus") and its impact on global economic growth.


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How Do Your Financial Priorities Stack Up With Our Pyramid?

February 8, 2020 -

Make sure you are not geeking out about small-bore investment problems while giving short shrift to the game-changers.


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Life Insurance Trusts

Transferring wealth to beneficiaries without income tax or estate tax


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Maximizing Your Retirement Savings

Ensure income needs are met through retirement


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Long-Term Care Insurance

Traditional and hybrid policies


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Point of View

January 26, 2020 -

Analysis of Q4 2019


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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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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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