I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping prot …
Don’t let the holidays sidetrack your tax planning. Moves you make between now and the end of the year can have a significant effect on how much tax you have to pay next April. Click here to read the November 2019 Client Connection
Have you scheduled a meeting with your CPA or financial advisor yet to discuss your 2019 tax bill? It may seem like an odd question in November, but planning for this in advance is important – especially with the taxes that investors face these days. I highly recommend meeting with your tax …
Read below to find out important guidelines and deadline information for Roth IRA Conversions, Contribution Limits and Required Minimum Distributions on certain retirement accounts.
If you’ve paid attention to market prognostications over the last year, you’ve likely heard the term “yield curve.” The yield curve has become the center of attention for explaining the economy and markets, which is why our financial advisors always seem to be answering one question: What i …
With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning.
No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.
