Latest Blog Posts

Converting Retirement Savings to Retirement Income

Posted on: March 16th, 2017
You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first....

Four Ways to Double the Power of Your Tax Refund

Posted on: March 15th, 2017
The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable....

Trump Delays Rule That Retirement Advisers Put Their Client's Interests Ahead of Their Own

Posted on: March 5th, 2017
President Trump signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent financial advisers from steering their clients to bad retirement investments by requiring advisers to act in the best interests of their clients....

Costs of Some New Long-Term Care Insurance Policies Rise in Latest Survey

Posted on: March 4th, 2017
A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the 2017 Long Term Care Insurance Price Index, an annual report from the American Association for Long-Term Care Insurance, an industry group....

Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

Posted on: March 3rd, 2017
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?...

Things to Remember at Tax Time

Posted on: March 1st, 2017
Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes....
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