The Morningstar Mirage
The Morningstar Mirage From: www.wsj.com Investors everywhere think a 5-star rating from Morningstar means a mutual fund will be a top performer—it doesn’t Millions of people trust Morningstar Inc. to…
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Inherited a Traditional IRA From Your Spouse? Here Are Four Options
Inherited a Traditional IRA From Your Spouse? Here Are Four Options From: www.retirement.tips If you lose your husband or wife, the last thing you’ll want to deal with is making…
Best Ways You Can Make ‘Aging in Community’ Your New Reality
…the neighborhood you prefer, for example. Independence One of the biggest perks of aging in place is that you’ll be in a comfortable environment and free to live your life…
Do Powers of Attorney Need New Gifting Rules?
Do Powers of Attorney Need New Gifting Rules? From: financial-planning.com It is one of the most common of all legal documents: The power of attorney form, in which an individual…
Smart Ways To Move Clients’ Assets To A Tax-Free World
Smart Ways To Move Clients’ Assets To A Tax-Free World From: www.fa-mag.com Change is in the air. And since the tax law is involved, you can be certain that “change”…
4 Mistakes to Avoid During Tax Season
…to watch it. Obviously, you should know that you don’t have tax on $300,000. That’s a tax-free rollover. Most rollovers are tax-free. So make sure that they are tax-free. And…
Preparing Your Finances for Parenthood
Preparing Your Finances for Parenthood From: REAP, LLC. | Retirement & Estate Advisors & Professionals Parenthood is a major milestone. Are you ready for the financial changes that come along…
Medicare Is Confusing, But It Doesn’t Have to Be
…in when it comes to Medicare. However, this article should help clear things up. The key is to research, digest the info in pieces, ask questions, and, most importantly, relax….
Is now the time for a sabbatical?
…job, often with a renewed sense of commitment. Does Your Employer Have a Sabbatical Policy? Many companies see value in offering a sanctioned gap year to top talent, especially when…
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