The holidays are nearing, and that means it’s time to start pondering gift ideas. What will you do for the people in your life? While unwrapping a thoughtful
Disability insurance is designed to protect your income in case serious illness or injury keeps you out of work. But it comes in many flavors – short term
In addition to your wealth advisor, do you have a solid team of legal, tax and insurance professionals who work with you? Is everyone pulling on the same rope
Expected return is never the only factor to consider when deciding which investments to include in your portfolio. Managing risk, for instance, is another key
Maintaining a globally diversified portfolio means accepting that your investment results will differ from a common index benchmark (think: S&P 500). Learn why
Preparing for a potential long-term care event is a necessary, albeit often difficult, topic to raise with your advisor. But, while not everyone may need long
The best tax planning is a continuous exercise, and right now there may be some attractive opportunities to consider. Is it time to take advantage of low tax
Would you be surprised to know that, generally, U.S. market returns in election years have been virtually identical to all other years? Of course, that doesn’t
Setting the mix of stocks, bonds and other investments right for you is one of the most important factors in determining your long-term financial success. But
Health care will likely be one of your biggest expenses in retirement. Consider that a 65-year-old couple retiring this year will pay an average of $295,000 in
Sure, fewer people are going to malls these days and, yes, it’s true that many companies have people working from home. But keep in mind that the real estate
Nobody wants to leave Social Security dollars on the table because of a poor decision about when to begin taking retirement benefits. Unfortunately, making the
