OUR BLOG
Calm The Considerable Uncertainty
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Learn Which Education Expenses are Considered Qualified
529 plans are valuable education savings tools – they allow you to invest after-tax dollars in an account that will grow tax-deferred and can be distributed tax-free for qualified expenses. However, it’s important to understand which expenses are qualified and which...
How Different Types of Investment Income Are Taxed
The federal tax system is not exactly straightforward. There are myriad deductions and credits, various tax brackets, additional payroll and Medicare surtaxes, and a slew of different categories to help us define our income … for tax purposes.
The Importance of Discussing Inheritance with Your Heirs
substantial inheritances are a generous gesture that also carry great responsibility. Having a series of conversations with your heirs – to openly discuss the transfer of wealth and what expectations come along with it – will make sure everyone is on the same page.
Full Hands, Full Hearts: Becoming a Caregiver
A long-retired Army nurse, Nina, was living alone in the home that she and her husband bought when they retired to Florida some 40 years prior. Over time, she found herself driving less often, sometimes skipping Sunday service and ending her 30-year run as a museum...
Where Medicare Falls Short
Retirement and LongevityGet wise about maintaining your health – and wealth – in retirement. Medicare provides a lot of coverage, but it doesn’t cover everything. You may have a clear vision of your ideal retirement, but that dream could be challenged by unexpected...
Ten Mistakes That Can Hinder Your Retirement Dreams
The retirement of your dreams usually isn’t the smoothest ride to begin with, but there are some common mistakes that can deter you more than expected. Here are 10 of the mistakes that we see the most that you should be avoiding. ...
When Markets Are Down, What Should You Do About RMDs?
Keep these strategies and considerations in mind. To ensure that tax liabilities aren’t deferred indefinitely, investors are obligated by the IRS to take required minimum distributions (RMDs) from most retirement accounts. For those born after June 30, 1949, RMDs...
Financially Preparing for a Baby or Grandbaby
Few things in life are as rewarding…and expensive as having a child is. In fact, according to the 2015 Expenditures on Children by Families report, the average cost of raising a child through age 17 is $233,610.[1] With inflation, that’s over $250,000 now....
Pressure Points of the Russia-Ukraine Crisis
Written by Larry Adam, CFA, CIMA®, CFP®, Chief Investment Officer
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