• Retirement Income: Looking at the Whole Picture

    The most vital step in retirement planning is looking ahead to anticipate, as much as possible, what your income needs will be. You should project those needs well beyond the immediate future, especially since people are living longer and longer after retirement. A financial planner can help you see the forest beyond the trees and get a full picture of your retirement wellness.

  • Making Your Charitable Gifts Count

    This time of year, many of us feel charitable toward our fellow humans, perhaps even more than usual. Most of us have particular causes or entities we care about and want to support, but it’s also important to exercise careful judgment with our charitable giving. Here are four ways to avoid some common pitfalls.

  • Deductions for Investment Fees? Well, It Depends…

    With the passage of the 2018 tax law, investment fees, along with most other itemized deductions, are no longer available to reduce taxable income - but there are exceptions. Questions about investment fees and their deductibility, your IRA accounts, or other financial matters should be answered by an accredited, licensed financial advisor.

  • 2019 Changes to Retirement Plan Contribution Limits and Social Security Benefits

    The U.S. government changes a variety of investment and benefits thresholds based on the inflation rate. For 2019, we’ll see significant changes to the savings threshold – including for 401(k)s and Traditional and Roth IRAs – and cost-of-living and retirement age adjustments for Social Security beneficiaries. Here's what you can expect.

  • Good Balance Matters: Rebalance to Keep Your Portfolio on Course

    We constantly urge the people we advise to remember the importance of maintaining a proper mix of different types of assets and careful, ongoing adjustment of that mix to keep them on the path we agreed on when they began investing. There are two important principles at work: diversification and rebalancing. Diversification is what sets you on your course, and rebalancing is how you stay there. Here's how rebalancing works, and why it matters.

  • Family Wealth Transfer That Works: 4 Steps to a Successful Process

    Older people who have spent a lifetime building a significant estate, who are concerned about directing how their assets will be distributed upon their passing, and who are keenly conscious of their responsibilities to their children, grandchildren, and the causes or organizations they care about should seek assistance from a financial planner about their family wealth transfer plan.
    Here are four of the most important steps.

  • What Do Midterm Elections Mean for Markets?

    While the outcomes of elections are uncertain, one thing we can count on is plenty of opinions in financial circles about the potential for perceived impact on markets. But should long-term investors focus on election results? Investors making short-term changes to a long-term plan to try to profit or avoid losses from changes in the political winds should proceed with caution. Data for the stock market going back to 1926 tells a compelling story about staying in it for the long haul.

  • Beating Financial Stress: How Successful Women Cope

    Most Americans would admit to suffering at least occasional financial stress; it seems to be a fixture in our culture. But women shoulder more stress than men when it comes to money, according to recent studies. So what should women do to move from the “consistently financially stressed” category to a greater sense of confidence? Here are a few actionable ideas for women who want to feel less pressured and more assured.

  • “Would You Meet Me in the Middle?” For Retiring Couples, the Answer Should Be “Yes”

    Good marriages revolve around the art of compromise. One of the most important financial matters for spouses approaching retirement age is agreement on a strategy for retirement. It is vital for couples to have a clear, mutually agreeable understanding of their plan for the retirement years. Here are four key matters that should be agreed upon before either spouse retires.

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