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.


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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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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Is it Time to Consider Long-Term Care Insurance?

September 6, 2019 -

Learn the basics and evaluate your choices.


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Cut Stocks or Add to Them? A Key Dilemma for Your Retirement Plan

September 5, 2019 -

The ‘right’ glide path depends on what you are trying to achieve—and your attitude toward risk and volatility.


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The End of Favorable Tax Treatment for Inherited IRAs?

September 5, 2019 -

Congress’ next “pay-for” is not as significant as it seems at first glance.


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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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An Action Plan for Long-Term Care

July 25, 2019 -

Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.


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Wait, What is That in My 401(k)?

July 3, 2019 -

Take a closer look at your portfolio with these helpful tips


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Yield is Underrated

July 3, 2019 -

Yield is often overlooked as an indicator of risk


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

May 29, 2019 -

Key steps to consider as you approach retirement


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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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There Is No Magic Number for Self-Funding Long-Term Care

May 29, 2019 -

We must dig a little deeper to assess the true need.


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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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