Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

VIDEO: The Economic Recovery and You

April 27, 2021 -

What looms on the horizon and how to prepare yourself.


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Point of View

April 13, 2021 -

March 2021 Analysis


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An Investing Road Map for Pre-Retirees

April 6, 2021 -

The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.


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Point of View

March 22, 2021 -

February 2021 Analysis


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The Good News About Retirement Income

March 5, 2021 -

A lower starting withdrawal rate does not guarantee you will have to live on less.


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Pinning Down Portfolio Rules of Thumb

February 9, 2021 -

Investing can be complicated, but common portfolio guidelines can be a good starting point.


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Get Your Estate Plan in Gear

February 9, 2021 -

Do not put off this important piece of the financial planning process.


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VIDEO: Panel Discussion - The Post-Inauguration Economic Outlook

February 4, 2021 -

What investors and business owners need to consider


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The Employee Retention Credit Expanded

February 3, 2021 -

Significant new COVID relief is now available for businesses.


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Post-Election 2021 Planning: Surfing the Blue Wave

January 22, 2021 -

The year 2020 was like no other in many ways, and thus far into 2021, the 2020 mantra “expect the unexpected” rings true.


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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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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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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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