“Now that I’m Retiring – How do I plan for distribution?”

Month: September 2013

September 30, 2013  |  

“Now that I’m Retiring – How do I plan for distribution?”

Your retirement:  How  far into the future should I plan? The good news is that, statistically, you’re going to live for a long time.  The bad news is that, statistically, you’re going to live for a long time.  The average 65-year-old American can expect to live for over 19.2 additional years. (Source: National Vital Statistics Reports, Volume 61, Number 6, October 2012.) The bottom line is that it’s not unreasonable to plan for a retirement period […]

September 25, 2013  |  

Take the Guesswork Out of Investing

Why might a person’s portfolio return less than the market?  This is a common question among investors – let’s look at an example along with a potential explanation. Let’s take an investor’s portfolio that is made up of 60% stocks and 40% bonds. For this example let’s say the S&P 500 Index returned 9%, and is used as the baseline for the comparison to the investor’s portfolio. You then look at your portfolio and you find it […]

September 10, 2013  |  

How to Beat the Market

Most investors want to know how to beat the market. They are always looking for the next hot stock or tip that is going to boost their returns into the stratosphere. The truth is, there are only two proven ways to beat the stock market: Trade on superior information Luck Of these, chances are you have a better shot at being lucky than you do of obtaining superior information. Think about how you usually come across […]

September 5, 2013  |  

IRS and Treasury Department Provide Guidance on Same-Sex Marriage

The U.S. Department of the Treasury and the Internal Revenue Service (IRS) issued guidance in response to the recent Supreme Court case striking down Section 3 of the Defense of Marriage Act of 1996 (DOMA), which defined marriage as the union of a man and a woman. The Treasury Department and IRS have announced that same-sex couples who are legally married in jurisdictions that recognize same-sex marriage will be treated as married for all federal […]

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