Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Retirees

 

Donor-Advised Fund

Charitable giving with less administration


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Special Needs Trusts

Protecting loved ones and their assets


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Estate Planning: Did You Know?

5 facts show the importance of planning ahead


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Advisory Services Accounts

Fee-based services for a customized investment profile


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Collect and Organize Your Financial Data

A digital workbook for you, your advisors, trustees, and loved ones


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How Long Will You Live?

December 1, 2013 -

A guide to guessing and planning for the future


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How Long to Keep Tax Records

December 1, 2013 -

A practical guide to organizing tax documents and saving space


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Making Annual $14,000 Gifts

December 1, 2013 -

Everything you need to know about the simplest estate planning tool around


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Protecting Retirement Plans

November 25, 2013 -

Advising politicians maintaining tax deductions


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Rebalance, But Not to Excess

November 22, 2013 -

Are you rebalancing too frequent, or not enough?


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Life Insurance Trusts

Transferring wealth to beneficiaries without income tax or estate tax


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Saving for Education

Budgeting and funding options


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Why Name a Corporate Trustee?

Ensuring the trust is well-managed


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Estate Planning Tax Strategies

Eliminate or minimize estate taxes


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Essential Estate Planning Documents

Essential documents to cover all phases of your life


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Annuities

Strategies for income in retirement


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Ginnie Mae Mortgage Securities

Linking the capital markets with federal housing markets


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Helping Children Build Financial Skills

Lessons that will last a lifetime


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Municipal Bonds

For any balanced, well-diversified investment portfolio


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Stretch IRA

A way to pass wealth to heirs


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