Relief for Retirement Account Owners
The U.S. Treasury Department and IRS have issued guidance to clarify and, in some cases, expand provisions of the CARES Act dealing with retirement accounts, their owners, and their beneficiaries. Need to know more about what the new rules mean for your 2020 RMD, IRA rollover, or a Coronavirus-Related Distribution? Our answers to some frequently asked questions can help. Read more
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Code Name: Monte Carlo
Monte Carlo simulation was first developed by scientists working on the top-secret Manhattan Project, but since then it has been widely applied elsewhere, including as a way to model the resiliency of your financial life plan. Read how we use Monte Carlo tools to stress test your plan against a range of potential scenarios to account for the risk and uncertainty inherent to investing. Read more
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Reframing the Social Security Claiming Decision for Married Couples
Nobody wants to leave Social Security dollars on the table because of a poor decision about when to begin taking retirement benefits. Learn how married couples can reframe their thinking around Social Security with this wealth planning hack. Read more
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Cultivating an Abundance Mindset, Even in Difficult Times
The self-care practice of cultivating an abundance mindset can be particularly helpful in creating powerful, positive momentum toward a sense of better financial wellbeing, especially when coupled with a sound, comprehensive, long-term financial plan. Read more
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Have a Conversation, for You and Your Family
Health issues can emerge suddenly and without notice. Making sure you and your family are prepared for these situations – now and in the future – is an act of kindness. Read more
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Minimize Regret Over Maximizing Returns
When reevaluating your tolerance for risk, now or in the future, it's worthwhile to look through the lens of “regret minimization” as much as you’re looking through the lens of potential “return maximization.” Read more
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Money and Happiness
Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Read more
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Is COVID-19 Creating An Education Planning Crisis?
Both as an advisor and a parent of teens, I asked one of the most knowledgeable people I know on the topic of college planning, my colleague Dave Ressner, a wealth advisor and education planning specialist. And he answered. Read more
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What Illustrating Your Wealth Transfer Plan Can Show You at a Glance
One tool to potentially enhance your wealth transfer plan’s effectiveness, is to create a simple, visual representation of where your assets will flow. Read more
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What Is ‘Bracket Creep’ and How Do You Avoid It?
We have had many investors ask us what in the world this is and, when they hear the details, what they can do about it. Read more
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