Blog Posts in 2015

Saving Money as an Empty-Nester

Many parents are tempted to splurge on themselves once they are free of child-related expenses. Celebratory spending sprees may have significant staying power, lasting much longer than originally ...
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Follow the Rules: Retiring Past Age-65 and How it Impacts Medicare

Should you be on track to retire after age 65, you may choose to forgo signing up for Medicare and remain on your employer's health plan. This choice, however, is risky; you could wind up without ...
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When Trust Beneficiaries are Right for Your IRA

Many Individual Retirement Account ("IRA") owners give little thought to naming someone other than a loved one as a beneficiary. It is often a reflex to designate a spouse or child in hopes ...
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When a Roth Conversion is Right for You

3 Enticing Benefits of a Roth Conversion for High-Income Clients Many retirees are familiar with Roth individual retirement accounts and their advantages. But for those high-income clients who have ...
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Fantasy Football and Financial Planning: How Early Preparation Leads to Winning Your League and In Life

Football season is here and, with it, comes a wave of millions of fans who play fantasy football. Although the number of Americans with a financial plan still trumps those that are setting their ...
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Understanding Morningstar

For many investors, especially those looking for diversification in their retirement plans, mutual funds have become the investment vehicle of choice. Exposure to different asset classes, ...
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New Study Shows Value of Seeking Retirement Guidance

Is the "gap" between those properly saving for retirement and those who are not widening? According to a new report by Empower Retirement, it is—and at an alarming rate. As Time ...
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