Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Retirees

 

Turner Speaks on WGN Radio 720

July 30, 2021 -

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Clearing Up QCD Confusion

July 7, 2021 -

As this strategy becomes more commonplace, so do questions about how to execute it.


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Three Tricky Decisions for Every Retirement Plan

July 7, 2021 -

Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.


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Seven Pieces of Financial Advice for New Graduates

June 14, 2021 -

How you can help your loved ones get on the right track financially, even in a pandemic.


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Five Questions About Student Loan Forgiveness

June 14, 2021 -

We take a closer look at the numbers to determine the impact of canceling student loans at different levels on both individual households and the larger economy.


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The Increasing Popularity of SLATs

June 9, 2021 -

With the possibility of sharp decreases in federal estate and gift tax exclusion limits looming on the horizon, SLATs have drawn newfound interest.


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Feeling Blue: Sorting Out 2021’s Tax Proposals

June 9, 2021 -

Here’s what investors should keep in mind and plan for in 2021 as President Biden and the post-Blue Wave Democratic majorities in the House and Senate plan a major individual and estate tax overhaul.


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Turner Speaks on WGN Radio 720

May 21, 2021 -

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How Much Should You Worry About Inflation in Retirement?

May 6, 2021 -

Calculating a customized inflation rate is better than using a blunt measure like CPI.


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The First Question You Should Ask About In-Retirement Withdrawal Rate

May 6, 2021 -

Striking the right balance between what is sustainable and what is livable is job one.


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Turner Speaks on WGN Radio 720

April 30, 2021 -

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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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Turner Speaks on WGN Radio 720

April 8, 2021 -

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Five Steps Women Can Take to Improve Their Retirement Readiness

April 6, 2021 -

The data are sobering about women’s retirement preparedness, but being pre-emptive can help stave off a shortfall.


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Point of View

March 22, 2021 -

February 2021 Analysis


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Turner Speaks on WGN Radio 720

March 17, 2021 -

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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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