Blog | Revolutionizing Wealth Management

Managing the Hidden Risk to Your Retirement Savings

Retirement savings are usually built slowly and patiently. But retiring at the wrong time can deplete portfolios far faster than expected, thanks to a little-discussed hazard called sequence of returns…

AdvicePeriodApril 15, 2024

Retirement Planning

Roth IRAs for Kids? Actually, It Can Be a Good Idea

At first, the idea of setting up a retirement account for a child might sound odd—retirement is a good half-century down the road, after all. But a Roth individual retirement…

AdvicePeriodApril 15, 2024

Retirement Planning

Original Medicare Supplement Insurance: What to Know About Medigap Plans

While Medicare provides essential health insurance for Americans ages 65 and older, it doesn’t cover every medical expense, which is why you will need to add supplement insurance. Medicare Overview…

AdvicePeriodMarch 19, 2024

Retirement Planning

Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing

America is graying: Within 10 years, those ages 65 and older are projected to outnumber those under 18, according to the U.S. Census Bureau.1 Choosing where we’d like to live or…

AdvicePeriodMarch 19, 2024

Retirement Planning

Have You Planned How You’ll Spend Your Time Once Retired?

Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a big, nonfinancial planning element that too many people overlook. While the ability to fund a secure,…

AdvicePeriodFebruary 27, 2024

Retirement Planning

You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

Investing in a 529 plan can be a great way to fund a child’s or grandchild’s education, but what if your loved one doesn’t spend all the funds in the…

AdvicePeriodFebruary 27, 2024

Retirement Planning

Reality vs. Perception: People Retire Earlier Than Planned

Americans’ perception of the age at which they plan to retire often differs from their reality. Most will retire several years earlier than planned, which is why it makes sense…

AdvicePeriodJanuary 16, 2024

News

New Reporting Required for Certain Legal Entities: Does It Apply to You?

Effective Jan. 1, 2024, a new reporting requirement requires millions of entities to electronically file a Beneficial Ownership Information (BOI) report with the U.S. Department of Treasury’s Financial Crimes Enforcement…

AdvicePeriodDecember 21, 2023

Taxes

How to Shrink Your Long-term Capital Gains Taxes

When it comes to investing, what matters most isn’t what you earn—it’s what you keep after taxes. That’s why it’s important to plan ahead to minimize taxes on realized investment…

AdvicePeriodDecember 14, 2023

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Our perspectives are what set us apart.

Managing the Hidden Risk to Your Retirement Savings

Roth IRAs for Kids? Actually, It Can Be a Good Idea

Original Medicare Supplement Insurance: What to Know About Medigap Plans

Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing

Have You Planned How You’ll Spend Your Time Once Retired?

You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

Reality vs. Perception: People Retire Earlier Than Planned

New Reporting Required for Certain Legal Entities: Does It Apply to You?

How to Shrink Your Long-term Capital Gains Taxes

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