Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

What You Can Learn From Your 1099 Forms

January 15, 2021 -

These forms can yield valuable intelligence about your portfolio’s asset location and tax efficiency.


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Implementing a Fresh Portfolio? Do Not Forget About Taxes

January 15, 2021 -

It may be tempting to undertake a dramatic makeover, but an incremental, forward-looking approach is best for taxable accounts.


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Turner Speaks on WGN Radio 720

January 14, 2021 -

Audio is now available. Listen here.


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The Pandemic and Long-Term Care

December 7, 2020 -

We examine the impact of COVID-19 on long-term care.


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Estate Planning: More Than a Bunch of Documents

December 7, 2020 -

Communicate early and often with your family about what to expect after you are gone.


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5 Ways Rebalancing Can Benefit Your Retirement Plan

December 7, 2020 -

The virtues of rebalancing are greater when you are retired than when you are accumulating.


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Year-End 2020 Planning: Georgia on My Mind

December 1, 2020 - Year-end planning for Americans will be more challenging than ever in 2020.
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What to Do If You Do Not Have a 401(k)

November 6, 2020 -

Evaluating the best options for tax-efficient—and automatic—savings outside of a company retirement plan.


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4 Strategies for an Organized Tax Season

November 6, 2020 -

Has tax season become a frustrating paper chase? These tactics can buy you some relief


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The Biden and Trump Tax Plans: A Planning Guide

October 22, 2020 -

Election Day is less than two weeks away and significant tax hikes may be on the horizon as early as January 1, 2021.


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Turner Speaks on WGN Radio 720

October 20, 2020 -

Audio is now available. Listen here.


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What’s New for the 2021 Tax Season

October 14, 2020 -

To characterize the past year as one of change would be an understatement.


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How to Create Cash Flows in Retirement

October 14, 2020 -

Six key steps for incorporating rebalancing into your retirement plan


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How State and Local Taxes Affect Your Retirement Plan

October 14, 2020 -

With state and local budgets under pressure because of the coronavirus, taxes from these entities may become a front-burner issue if they are not already.


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Turner Speaks on WGN Radio 720

October 2, 2020 -

Audio is now available. Listen here.


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Turner Speaks on WGN Radio 720

September 10, 2020 -

Audio is now available. Listen here.


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What the Pandemic Has Taught Us

September 4, 2020 -

How you leave your legacy should be at the forefront of your thoughts.


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Election Day and Tax Planning

September 4, 2020 -

It is prudent for taxpayers to consider the potential implications of the proposed tax law changes of both presidential candidates and plan accordingly.


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How to Avoid Paying Extra Taxes on Your College Refund

September 3, 2020 -

529 withdrawal rules may cause you to pay extra if you are not careful


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Seven Items Your Estate Plan May Have Left Out

September 3, 2020 -

If your goal is to look out for your loved ones, consider tackling these additional estate planning jobs


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