Guide Special Report Helping Your Aging Parents Updated: August 12, 2022 For many of us, it’s only a matter of time before we must heed the call and help our aging parents manage their day-to-day lives. The challenge is real, complex and growing each year. Whether you feel the need to step in now or you’re just thinking ahead, one way to approach … Read Morekeyboard_arrow_right
Article Emergency Fund Fundamentals Updated: May 13, 2022 The cornerstone of a strong financial foundation is a solid emergency fund. Let’s face it, life throws us all a curveball on occasion.Read Morekeyboard_arrow_right
Article 3 Savvy Budgeting Strategies Updated: April 11, 2022 Budgeting is something that many of us would rather avoid. But it’s an essential exercise—and often far easier than you think. In fact, investing time today will help you manage your money more efficiently and reach your goals faster in the future. Let’s explore three common budgeting methods and how they might … Read Morekeyboard_arrow_right
Article Streamline Your Finances Updated: March 28, 2022 From your first checking account to your current 401(k) plan, by the time you reach your 50s, you may have opened accounts with numerous financial institutions. But if you are like most people, you may not have closed nearly as many. Streamlining can help improve your investment returns, reduce fees and, most … Read Morekeyboard_arrow_right
Article Financial Planning in Your 50s March 4, 2022 Raising a family and building your career are enough to keep most people plenty busy—so much so that many don’t take financial planning seriously until their 50s, when they first see their retirement horizon approaching. If you are in your 50s, here are five tips to make sure that you’re preparing properly … Read Morekeyboard_arrow_right
Article Advanced Strategies for Family Gifting and Lending December 20, 2021 Gifting money and offering intrafamily loans can be excellent ways to invest in a loved one’s future, whether during the holidays or any time of the year. But before you write that check, there are a few tax and financial planning points to bear in mind. Direct gifting. The IRS has strict … Read Morekeyboard_arrow_right
Article Planning for 40-Somethings December 10, 2021 You’re well established in your career and hopefully earning more than you spend. You may have your own family as well as aging parents to look out for. On top of that, retirement has crept a decade closer. That’s a lot to manage—and financial planning can help. Here are … Read Morekeyboard_arrow_right
Checklist Special Report Year-End Portfolio Checklist December 1, 2021 Year-End Portfolio Checklist When the days get shorter, it also means time is running out to make year-end tax-saving moves. This checklist outlines seven important year-end actions to consider as you close the books on 2021. Click here to download it now! This material is distributed for informational … Read Morekeyboard_arrow_right
Guide Special Report 2021 Year-End Thoughts for Your Portfolio and Personal Life November 15, 2021 When the days get shorter, it also means time is running out to make year-end tax-saving moves. This exclusive checklist provides straightforward, proactive tips for investors of every stripe. Taking the time to fine-tune your portfolio now may help prevent bigger headaches and tax bills come April. Topics include: Considerations on rebalancing … Read Morekeyboard_arrow_right
Article Social Security’s Family Benefits November 12, 2021 You don’t have to be retired to receive Social Security. You read that right. In certain cases, qualified family members and dependents can receive benefits. Let’s look at some of those cases and consider how they may factor into your financial plan. Benefits for Spouses If you are (or were) married, you … Read Morekeyboard_arrow_right