Before the Advice, Check Out the Adviser
Before the Advice, Check Out the Adviser From: nytimes.com When Elaine and Merlin Toffel, a retired couple in their 70s, needed help with their investments, they went to their local…
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Finding the courage to rebalance
…various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and…
20 Social Security Facts for 2020
20 Social Security Facts for 2020 From: 401kspecialistmag.com From average benefit amounts to the program’s scope, COLAs and retirees’ dependence on it, here are 20 bullet points filled with interesting,…
Minimize 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 moreDon’t Delay: The Potential Benefits of Starting to Save Now
…allows your investment dollars to do some of the hard work for you through a mathematical principle known as compounding. The snowball effect The premise behind compounding is fairly simple….
Sinking or Surging: 5 Takeaways for Clients and Advisors During Market Volatility
…future that concerns them isn’t arriving next year. Their time horizon is completely different from that of the Wall Street investment community that’s driving today’s market volatility. So what if…
Estate Planning for Retirees
Estate Planning for Retirees From: theamericanretiree.com As you approach retirement, your estate plans may differ from those during other stages of your life. During retirement, a comprehensive estate plan must…
3 Overlooked Tax Breaks Your Home May Be Able To Cash In On
3 Overlooked Tax Breaks Your Home May Be Able To Cash In On From: trulia.com Minimize what you’ll owe and maximize what you’ll get back at tax time. People are…
How to spend your retirement savings without triggering a tax penalty
How to spend your retirement savings without triggering a tax penalty From: cnbc.com It’s not just saving for retirement you need to worry about, but drawing down your money at…
My New Theory About Future Stock Market Returns
My New Theory About Future Stock Market Returns From: awealthofcommonsense.com At the lows, the S&P 500 was off roughly 34% from its highs. From those lows it’s now up almost…
