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Decade in Review

 

 

2010-2019: The Decade in Review

The SECURE Act of 2019: What You Need To Know

 

The SECURE Act of 2019: What You Need To Know

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities.

Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies.

  

The High Cost of Health Care

A financial strategy can take health care costs into account.

 

Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors.

Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75.

  

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose.

Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it.

 

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time

Government Shutdown and Tax Filing

What To Know About The Government Shutdown and Your Tax Filing

As you probably know, the longest government shutdown in the history of the United States recently ended.1  During the shutdown, many government employees were furloughed or required to work without pay, with some government services temporarily halted or scaled back.

2018: The Year in Review

Every January, it’s customary to look back at the year that was.  What were the highlights?  What were the “lowlights”?  What were the events we’ll always remember?  Most importantly, what did we learn? 

Before we get into that, though, let’s take a brief jaunt back to the 1800s. 

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