Medicare Vs. Medicaid – The Definitive Guide
Medicare Vs. Medicaid – The Definitive Guide From: quotewizard.com Do you get Medicare and Medicaid confused? You’re not alone. Read our definitive guide to Medicare vs. Medicaid to find out…
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Quantifying the impact of chasing fund performance
Quantifying the impact of chasing fund performance From: wealthmanagement.com Given many investors’ goal of maximizing return, it’s not surprising that some investors select funds based primarily on the funds’ recent…
The Stock Market History
The Stock Market History From: linkedin.com From the Roaring Twenties to the Tech Boom and beyond, witness the incredible journey of the stock market through time with this stunning visual…
Read moreSpecial Needs Trust Fairness Act Becomes Law
Special Needs Trust Fairness Act Becomes Law From: wealthmanagement.com Individuals with disabilities can create their own self-settled trusts On Dec. 13, 2016, President Obama signed the 21st Century Cures Act…
Why We Think We’re Better Investors Than We Are
…large quantity of studies centered on securities investment. This was not because the field’s pioneers were especially interested in stocks and bonds, nor was the early research commonly underwritten by…
Debt After Death: Why You Should Think About It When Estate Planning
…of money — may wipe out your estate completely. Debt comes in many different forms including credit cards, student loans, car payments, mortgages, and other financial obligations. Not Just About…
JP Morgan Q3 Guide to the Markets
JP Morgan Q3 Guide to the Markets From: jpmorganfunds.com For the full report: Click here →…
Read moreMinimize the Impact of Required Minimum Distributions (RMD)
Minimize the Impact of Required Minimum Distributions (RMD) From: newretirement.com When we reach the age of 70 ½ we must — in order to avoid tax penalties — take Required…
Read moreDiversification Means Always Having To Say You’re Sorry
…We hate owning losers. And we fixate on the negative, drumming up feelings of regret and “if only” I (or my adviser) had tilted more toward fill-in-the-blank. Examine, for example,…
Historical Performance Statistics for the Benchmark Risk Return Profiles
…for an investment strategy and how they have averaged in the past. While not a predictor, it is a useful guide for determining best fit for your portfolio. [gviewer file=”https://retirementestateplan.com/pdfs/BENCHMARKSFORMODELS.pdf”]…
