2022 Economic Outlook

12/22/2021
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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.

Risk Management and Your Retirement Savings Plan

05/29/2019
By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money. But choosing to participate is just one step in your financial risk management strategy. You also need to manage risk within your account to help it stay on track.

Balancing Your Investment Choices with Asset Allocation

05/13/2019
A chocolate cake. Pasta. A pancake. They're all very different, but they generally involve flour, eggs, and perhaps a liquid. Depending on how much of each ingredient you use, you can get very different outcomes. The same is true of your investments. Balancing a portfolio means combining various types of investments using a recipe that's appropriate for you.

Setting Financial and Investment Goals

05/13/2019
Setting goals is a very important part of life in general and in financial planning in particular. Before you actually invest your money, you should spend some time considering and setting your personal financial goals. For example, do you want to retire early? Would you like to start your own business soon? Do you need to pay for your children's college education? Would you like to buy or build a new house?

Playing Catch-Up with Your 401(k) or IRA

05/13/2019
A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who did have savings, 42% had saved less than $100,000.