If there were an appropriate analogy for investing for retirement, it would be the classic fable of The Three Little Pigs. As you may recall, those three little pigs tried three different structures to protect...
A Guide to Dividing Your Estate Unequally
Dividing your estate among family can be complex and, at times, difficult. Nevertheless, not having a will may lead to more complications and is ultimately irresponsible. Quite often, equally dividing assets among children makes the...
As the Coronavirus Continues, Avoid These Five Retirement Mistakes
The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve recently retired or it’s coming up in the next few years,...
Q3 2020 Quarterly Update
In third-quarter markets representing a second consecutive quarter of remarkable overall gains, what stock outshone all the others in the S&P 1500 Composite Index? Zoom? Apple? Netflix? Nope, none of these, or any of the...
What Is Fiduciary Investment Advice, and Why Does It Matter?
Is all investment advice equal? Seems like an easy question to answer, right? We assume that someone who is providing financial advice knows what they’re talking about. Problem is that isn’t always the case. In...
4 Common Money Mistakes for Pre-Retirees
For many nearing retirement, thoughts start to drift farther away from the job at hand and closer to what they’ll be able to do with all their free time - catch up on some reading,...
The CARES Act Has Waived RMD Distributions for 2020. Here’s What You Should Know
The Coronavirus Aid, Relief, and Economic Security Act, or CARES Act, was signed into law on March 27, 2020. This law was created in response to the COVID-19 pandemic, which, as you know, has had...
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
Receiving an inheritance brings with it a wide range of emotions - grief for the loved one you lost and eagerness or excitement for the bequest you’re about to receive. As you tackle the responsibility...
The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference
When we think of financial health, a few things might come to mind. We may think of our own financial status, our investments, the Dow Jones Industrial Average performance, the stock market as a whole,...
A Guide to Trusts for Estate Planning
Many Americans understand the importance of estate planning, yet an alarming percentage of adults do not have arrangements in place. According to a 2019 survey, 51% of people believe having an estate plan is necessary,...