Quarterly Perspectives - 3rd Quarter 2024

10/17/2024
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Women and Estate Planning Basics

12/23/2019
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5 years longer than men.

Social Security Retirement Benefit Basics

12/23/2019
Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've been working and the amount you've earned.

Quarterly Perspectives - Third Quarter 2019

10/02/2019
Economies across the globe are showing signs of slowing and many investors are looking for implications for the U.S. economy and investment portfolios.

The New Estate Tax Rules and Your Estate Plan

09/17/2019
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.

Common Factors Affecting Retirement Income

09/17/2019
When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend.

Quarterly Perspectives - Second Quarter 2019

07/16/2019
In January, we published our 2019 Perspectives. As we enter the second half of the year, we believe Fed actions will play a significant role in the future direction of our aging U.S. economy. Here are our reviews and reflections on our earlier viewpoints.