June 20, 2019 |
Protecting Assets from Nursing Home Costs
Some healthy reminders.
June 8, 2019 |
New Regulations Won’t Help
Lost amid last week’s hectic news cycle was a very important development for investors and their financial advisers.
June 6, 2019 |
The Randomness of Global Equity Returns
Investment opportunities exist all around the globe.
May 21, 2019 |
The Uncommon Average
When setting expectations, it’s helpful to see the range of outcomes experienced by investors historically.
May 16, 2019 |
Preparing for Sudden Wealth
Whether your expected windfall is from an inheritance, a business sale, a large bonus or simply winning the lottery there are several issues that need to be attended to fairly quickly.
Distribution Planning, Financial Planning, Wealth Management
May 1, 2019 |
The Future of Social Security and Medicare: Here’s What Trustees Are Projecting
The newest reports, released on April 22, 2019, discuss the current financial condition and ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment (COLA) for 2020.
Financial Planning, Retirement Income, Retirement Planning, Wealth Management
April 10, 2019 |
IRS Issues Annual List of Tax Scams
The IRS recently issued its annual list of tax scams.
Financial Planning, Investment Management, Retirement Planning, Wealth Management, Wealth Preservation
April 3, 2019 |
The Index Bogeyman
Over the last several years, index funds have received increased attention from investors and the financial media.
March 25, 2019 |
Fights Over Estates Can Tear Families Apart
Guidelines for keeping the peace.
Financial Planning, Retirement Planning, Wealth Management, Wealth Transfer
March 7, 2019 |
Why Can’t We Keep Our Financial Resolutions?
10 popular personal New Year’s resolutions applied to financial planning.
Financial Planning, Investment Management, Wealth Management