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
Read More
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
Read More
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
Read More
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
Read More
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
Read More
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
Read More
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
Read More
The U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts
Read More
Monte Carlo simulation was first developed by scientists working on the top-secret Manhattan Project, but since then it has been widely applied elsewhere
Read More
It’s normal to feel uncertain about what could happen in a subsequent wave of COVID-19, another shutdown, or any number of responses to in-place or expected
Read More
A lot of factors – starting with your needs and goals, of course – go into purchasing a life insurance policy, and never has that been truer than in today’s
Read More
Future-oriented and abstract financial goals often lose out to today’s more immediate demands for our money. But taking certain steps – like working to give a
Read More
