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Tax Preparation Checklist

…information available. Better yet, attach the list to a folder of your tax documents, and check items off as you add them to the folder. View & Download the PDF:…

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3 Reasons to Avoid an IRA Rollover

…From: thinkadvisor.com The Department of Labor recently announced it will extend the comment period on its fiduciary rule proposal by 15 days, and it’s not clear when a final rule…

Putting a value on your value

…used individually or in combination, depending on the strategy. We believe implementing the Vanguard Advisor’s Alpha framework can add about 3% in net returns for your clients and also allow…

Financial Priorities Young Families Should Address

…cholesterol problems may begin to show up on blood tests, and other health problems may surface. As an example, a single, child-free 25-year-old in good health purchasing a 30-year term…

Why Portfolio Diversification Still Works

Why Portfolio Diversification Still Works From: www.morningstar.com Correlations often tend to increase during periods of market stress, making portfolio diversification tough to find when investors need it most. This pattern…

3 Reasons to Wait Until 70 to Start Taking Your Social Security Benefits

3 Reasons to Wait Until 70 to Start Taking Your Social Security Benefits From: www.kiplinger.com In a rush to file for Social Security benefits at age 62? Many people are,…

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,…

Retirement Pros Take On Inflation, 4% Rule at Morningstar

Retirement Pros Take On Inflation, 4% Rule at Morningstar From: www.thinkadvisor.com When it comes to inflation’s effect on retirees, the big concern is health care. For example, at age 65,…

Seniors and House Flipping: Misconceptions vs. Reality

…complete. One example is when you’re updating a kitchen; instead of a complete renovation, you can replace cabinet doors, a countertop, put up a new backsplash, or install an affordable…

2021 Value of an Advisor Study

…of advisors. And never was an advisor’s value so obvious as during 2020. It was a year that tested both investors and advisors in so many ways. Financial markets fell…