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The Key to Protecting Older Loved Ones from Scams Senior coupleNewsWorth Sharing

The Key to Protecting Older Loved Ones from Scams

There’s a reason financial scammers so often prey on older people: Compared with the general population, they’re likely to have more money, to be more socially isolated, to suffer from…
AdvicePeriod
AdvicePeriodAugust 26, 2021
Why You Shouldn’t Sweat Record Market Highs Investor BehaviorInvestingNews

Why You Shouldn’t Sweat Record Market Highs

Should you keep your money in the stock market, or even add money when the major indexes are near all-time highs? It’s a question many investors are asking right about…
AdvicePeriod
AdvicePeriodJuly 22, 2021
Biden’s New Tax Plan: What to Expect Estate PlanningNewsTaxes

Biden’s New Tax Plan: What to Expect

President Joe Biden campaigned for president on promises to spend big on infrastructure and social programs, with the plans to be paid for by new tax revenues on corporations and…
AdvicePeriod
AdvicePeriodJune 28, 2021
Turbulent Markets: Why You Should Stay the Course Worth SharingInvestor BehaviorInvesting

Turbulent Markets: Why You Should Stay the Course

Everyone knows that losing money hurts. Behavioral finance research suggests that the pain associated with loss is roughly twice as powerful emotionally as the pleasure connected to gains.  It’s important…
AdvicePeriod
AdvicePeriodMay 26, 2021
Rising Inflation and Interest Rates: What You Need to Know InvestingNewsWorth Sharing

Rising Inflation and Interest Rates: What You Need to Know

How You Can Prepare for Rising Interest Rates and Inflation  For the first time in a long time, rising interest rates and inflation are in the news. For many, this…
AdvicePeriod
AdvicePeriodApril 27, 2021
Gifts From the IRS: Breathing Room and IRA Opportunity InvestingNewsWorth Sharing

Gifts From the IRS: Breathing Room and IRA Opportunity

The IRS is giving individual taxpayers an extra month to file 2020 tax returns and make payments -- and the extended deadline means you have additional time to make IRA…
AdvicePeriod
AdvicePeriodMarch 25, 2021
Tax Season Strategies for Building Wealth NewsWorth Sharing

Tax Season Strategies for Building Wealth

While 2020 is officially behind us (despite not feeling that way), there are still several weeks left to make retirement account moves that can both minimize your 2020 taxes and…
AdvicePeriod
AdvicePeriodFebruary 23, 2021
Year-End Tax Planning Opportunities Amid Tax Reform Uncertainty News

Year-End Tax Planning Opportunities Amid Tax Reform Uncertainty

The elections are over, and it appears likely that we’ll have at least two years of divided government, with Joe Biden as president, a Democratic House, and a Republican Senate. Democrats’…
AdvicePeriod
AdvicePeriodDecember 15, 2020
Evaluating Year-End Planning Opportunities Amid Tax Reform Uncertainty Fiduciary AdvisorsAdvisors

Evaluating Year-End Planning Opportunities Amid Tax Reform Uncertainty

AdvicePeriod
AdvicePeriodDecember 8, 2020
Nine Questions You Must Ask A Potential Financial Planner MarketingAdvisors

Nine Questions You Must Ask A Potential Financial Planner

Clients should interview potential financial planners exceptionally critically. Similar to choosing a doctor to entrust with your physical health, with financial planners, you are choosing who you should entrust with…
AdvicePeriod
AdvicePeriodSeptember 9, 2020
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