Financial updates that apply to your life.
What does the state of our national economy mean for your financial situation? What do retirees need to know about paying for long-term care?
Get timely information on these topics and more using the links below
Wealth Reports
Inflation: An Unfortunate Symptom of a Growing Economy
The New Infrastructure Bill Presents Opportunities For Investors
Year-End Tax Strategies: Give It, Give It, Gain It, Lose It, Max It, Use It
What is Systematic Fixed-Income Investing?
Spotlight: Taxes and Your Portfolio
Women and Work: The Path Forward
Age-Induced Disability: Financial, Retirement & Estate Planning
Working Toward the Net-Zero Economy
Cryptocurrencies: A Primer
Are You Sure Your Assets Are Diversified?
Using the HSA for Retirement, Not Just Health Care
When Should You Retire?
The Beat Goes On
Insights into the Fourth Industrial Revolution
The Real Estate Market In 2021: Challenges and Opportunities
Bias in the News
How Infrastructure Investments Help the Economy
Sell in May and Go Away?
Financial Advice for Expanding Families
How Raising the Minimum Wage Could Affect the Economy
Stimulus, Part III: The Plan to Rescue America
2021: Last Call for Roth IRA Conversions?
Retail Trading Frenzy: Lessons from Gamestop - March 2021
A Look At The Post-Pandemic Future - February 2021
Investment Scams On The Rise - January 2021
The Shape of Economic Recovery - January 2021
What To Expect: A New Term In Washington - December 2020
Retirement Planning in the New Year - December 2020
Covid Outlook: Economy, Finances, Health - December 2020
Year-End Guide To Financial Planning - November 2020
How to Pull Out of a Decline: Lessons from the Last Recession - November 2020
How Will the Pandemic Affect Holiday Spending - October 2020
The Problem with Partisanship - October 2020
The Power of the Federal Reserve - September 2020
Feeling Financial Stress? Here's How to Cope - August 2020
Strategies for Retiring in 10 to 20 Years - August 2020
Income Ideas for Retiring Early - July 2020
Investing in the Midst of a Pandemic - July 2020
Why Sequence of Returns Risk Matters Now - June 2020
Demographic Drivers of Growth - May 2020
Pandemic Graduates: Help Them Manage Finances - May 2020
Investing for Income - May 2020
Prospects for Investing in the 2020s - April 2020
Rebalancing Act: Your Asset Allocation Strategy
Global Economic Impact of Coronavirus (or any other pandemic) - March 2020
Spring Clean Your Finances - March 2020
Potential Impact of U.S. Tensions with Iran - February 2020
2020 Tax Changes: What You Need to Know - February 2020
Money Management Tools - January 2020
Impeachment: Boom or Bust For The Market? - December 2019
Recession Or No Recession: Is That The Question? - October 2019
Student Loan Debt Now A Family Affair - July 2019
Sandwich Generation: Stuck In The Middle With You - June 2019
How Gas Taxes Help Drive Road Repairs - April 2019
How To Approach Values-Based Financial Planning - March 2019
What Low Unemployment Means for the U.S. - January 2019
As Brexit Deadline Nears, Financial Questions Remain Unanswered - January 2019
How the China Stimulus Impacts Global Growth - December 2018
Are We on the Verge of a Financial Crisis? - December 2018
Women and Money - November 2018
Has the Housing Market Reached its Peak? - November 2018
What to do in a Market Correction - November 2018
3 Reasons to Diversify - October 2018
How to Avoid Bad Investment Advice - October 2018
How to Pay For Long-Term Care - September 2018
Midterm Elections - September 2018
Lifetime Income: Options, Misperseptions and Realities - August 2018
U.S. Trade Update - August 2018
Three Reasons to Own Life Insurance - July 2018
Things to Consider About Mutual Funds - June 2018
The Impact of Rising Oil Prices - June 2018
What Should Your Asset Allocation Look Like in Retirement? - June 2018
Dividend Stocks for Retirees - May 2018
Speculator or Investor - May 2018
Tariffs and Investment Strategy - April 2018
Tax Bill Considerations for Retirement Planning - April 2018
Prospects for Volatility in 2018 - March 2018
Resources
- TD Ameritrade – www.advisorclient.com
- Certified Financial Planner -Â www.cfp.net
- Ed Slotts Elite Advisors -Â www.irahelp.com
Videos
4 TAX BUCKETS
LIFE ASSET CLASS
BENEFICIARY ARRANGEMENTSÂ
PROTECTING RETIREMENT
WEALTH TRANSFER
RULE OF 100
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