May 15, 2018
Charitable Giving Under New Tax Laws
Now that the 2017 tax season is a wrap for most Americans, it’s time to start contemplating how the 2017 Tax Cuts and Jobs Act (TCJA) will impact your current…
September 14, 2017
Lessons for the Next Crisis
It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value…
July 25, 2017
Half of a Whole: When You Lose a Spouse
Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Here are some helpful handholds to hang onto if…
February 21, 2017
What is a Power of Attorney? And Do I Need One?
A Power of Attorney is a legal document by which you give someone else the legal capacity to do things for you, in your name, as if you were doing…
October 25, 2016
One of the Most Common Questions We Are Asked: Will My Money Last?
A sound retirement income plan takes into account several financial risks, including the potential for the retiree to outlive his or her assets, the effects of inflation on future income,…
October 25, 2016
Tax-Loss Harvesting: Opportunities and Obstacles
So much of investing is beyond our control (picking stock prices, timing market movements and so on), it’s nice to know that there are still a number of “power tools”…
September 27, 2016
Structured CDs: Buyer Beware!
Wall Street’s product pushers have figured out a way to swipe the name from this traditional household workhorse and turn it into a monster money-maker … for themselves, that is.…
September 1, 2016
Back to School: College Planning from an Investment Perspective
With school back in session in most of the country, many parents are likely thinking about how best to prepare for their children’s future college expenses. Now is a good…
