Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.


Cost-Basis Choices Not Set in Stone

March 5, 2015 - Investors may switch methods used to calculate capital gains, with one big exception.
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The Tax Break That Does Not Die With You

February 27, 2015 -

Widowed investors are at risk of missing an important tax break because they are not aware of a key deadline.


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6 Key Reasons Why Investing in a Taxable Account Is Underrated

February 25, 2015 -

Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors’ tool kits.


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Pay Some Tuition in Cash, Get a $2,500 Tax Rebate

February 24, 2015 -

Families with incomes of up to $180,000 can take advantage of the American Opportunity Tax Credit to recoup some college costs, but the measure is set to expire after 2017.


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5 Myths About College Financial Aid

February 17, 2015 -

A look at the facts regarding why even students from wealthy families should fill out the FAFSA, the (remote) odds of getting a full-ride scholarship, and more.


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How Your Social Security Benefit Is Calculated

February 12, 2015 -

Understanding the many factors that figure in to your benefit amount


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4 Dangerous Assumptions That Could Hurt Your Retirement Plan

February 5, 2015 -

Simple steps to counteract common—and dangerous—retirement obstacles


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Should You Make Aftertax Contributions to Your 401(k)?

February 1, 2015 -

New IRS guidelines enable heavy savers to get more assets into the Roth column.


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Millenials and Money

January 27, 2015 -

A generation scared


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Are Your Assets in the Right Types of Accounts?

January 27, 2015 -

Taking care with asset placement can result in big tax savings.


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9 Ways to Secure Yourself From Cyber Thievery

January 25, 2015 -

Cyber security experts offer tips for more secure log-ins, app usage, and ongoing account monitoring.


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Retirement Planning

January 21, 2015 -

Simple steps for late savers


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Avoiding Retirement Savings Mistakes

January 12, 2015 -

How to avoid the mistakes that can reduce income security


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5 RMD Pitfalls to Avoid

December 18, 2014 -

Important considerations for your annual withdrawals


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Declining Oil Prices

December 14, 2014 -

The impact on investors


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A Playbook for Investing in Alternatives and Diversifiers

December 11, 2014 -

Key considerations when adding REITs and other alternatives to your portfolio


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How to Choose a Tax Preparer

December 1, 2014 -

Use these tips to search for a qualified tax professional


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Risk, Not Volatility, is the Real Enemy

December 1, 2014 -

Understand the important distinction to put your investments on solid ground


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Target-Date Funds: To vs. Through Construction

November 1, 2014 -

Choose the strategy that best fits your risk profile


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A Tax-Smart Plan for Retirement Withdrawals

November 1, 2014 -

Take a closer look at the sequence of your withdrawals to preserve your tax benefits


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