Key Estate Planning Documents You Need

05/13/2019
There are five estate planning documents you may need, regardless of your age, health, or wealth: durable power of attorney, advance medical directives, will, letter of instruction, living trust. The last document, a living trust, isn't always required, but it's included here because it's a vital component of many estate plans. Learn more about each of these documents and why they are necessary.

Bonds, Interest Rates and the Impact of Inflation

05/13/2019
Though the ups and downs of the bond market are not usually as dramatic as the movements of the stock market, they can still have a significant impact on your overall return. If you're considering investing in bonds, either directly or through a mutual fund or exchange-traded fund, it's important to understand how bonds behave and what can affect your investment in them.

Deciding When To Retire: When Timing Becomes Critical

05/13/2019
Deciding when to retire may not be one decision but a series of decisions and calculations.

Have You Checked Your Retirement Plan Lately?

05/13/2019
It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a good time to do so.

Converting Savings to Retirement Income

05/13/2019
It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a good time to do so.

Year End Tax Planning

05/13/2019
Doing a few quick projections will help you estimate your present tax situation and identify any glaring issues you'll need to address while there's still time.

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