Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Mid-Lifers

 

What the New Law Means for Charitable Giving

September 6, 2018 -

Some changes, but the basic structures available remain in place


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Estate Planning for Every Stage of Life

September 6, 2018 -

Estate planning is for everyone, wealthy or not.


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5 Retirement Planning Blind Spots

September 5, 2018 -

Consider these common trouble spots that have the potential to catch you off guard.


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Traditional 401(k) versus Roth 401(k)

September 5, 2018 -

How do they differ and which one is right for you?


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Adapting to Rising Interest Rates

August 29, 2018 -

Your guide to navigating a rising rate environment


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How to Tame Your Financial Records

July 31, 2018 -

Most of us could use some advice with better managing our financial records. Look no further.


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Point of View

July 26, 2018 -

Analysis of Q2 2018


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7 Financial Tips for New Graduates

July 3, 2018 -

One of the best gifts you can give is to impart a little bit of financial wisdom.


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Where Do IRAs Fit in Your Retirement Distribution Plan?

June 1, 2018 -

Tips for successful money management during retirement


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The Short Answer: Bonds in a Rising Rate Climate

May 31, 2018 -

Q: Can I just buy individual bonds and hold them to maturity, and not worry about rising rates?


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Is Instinct Eroding Your Financial Health?

May 17, 2018 -

Social comparisons were strongly correlated with financial well-being.


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Should Mom or Dad Move In?

May 1, 2018 -

When co-housing makes sense


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Point of View

April 19, 2018 -

Analysis of Q1 2018


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Should You Transfer Money From an IRA to an HSA?

March 26, 2018 -

The skinny on this “once-in-a-lifetime opportunity.”


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3 Investing Mistakes to Avoid

March 26, 2018 -

Investors spend a massive amount of time trying to make all the right moves and not enough time avoiding the wrong ones.


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Market Commentary: Good Morning, Mr. Powell

February 6, 2018 -

Our take on the recent sell-off


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How Should Younger Investors Think About Social Security?

February 2, 2018 -

We outline some scenarios for Social Security that younger investors can use to determine their own savings rates.


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How to Create a Succession Plan for Your Portfolio

February 2, 2018 -

Follow these key steps for a smooth transition.


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Rebalancing: The Swiss Army Knife in Your Retirement Tool Kit

January 29, 2018 -

Scaling back appreciated equity positions can do more for you than reduce risk.


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Key Provisions of 2017 Tax Reform

January 24, 2018 -

Final provisions of the 2017 tax reform bill and their impact on individual investors and business owners.


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