In The News 2 2018-06-19T23:42:17+00:00

January 2017

The “Greatest Generation”

By | January 26th, 2017|Categories: Uncategorized|

Let’s see what we can learn from the folks who are a part of the “Greatest Generation.” People from that period of our history did a fine job of embracing sound personal financial concepts, and we can learn a lot about [...]

November 2015

6 Reasons to Stay in Your Current Home During Retirement

By | November 3rd, 2015|Categories: Uncategorized|

The typical retirement dream involves riding off into the sunbelt, golf clubs and beach umbrella in hand. However, the reality is that the majority of retirees never leave home. Most people opt to age in place, or if they do [...]

June 2015

Qualified Terminable Interest Property Trust (QTIP)

By | June 17th, 2015|Categories: Blog, Financial Planning, Tax Planning|Tags: , , , |

If you are part of a family in which there have been divorces, remarriages, and stepchildren, you may want to direct your assets to particular relatives through a qualified terminable interest property (QTIP) trust. Your surviving spouse will receive income [...]

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Five Ways to Invest in Art

By | June 1st, 2015|Categories: Blog, Investments|Tags: |

Three weeks ago, Picasso's "Les Femmes d’Alger" sold for $179.4 million, the highest price paid for any single piece of art, at any auction, ever. Of course, the vast majority of art investors will never see their art investments fetch [...]

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May 2015

Guide to Different Types of Trusts

By | May 18th, 2015|Categories: Blog, Tax Planning|Tags: |

Trusts can be a useful tool for managing your estate, both while you are living and after your death. There are many different types of trusts that apply to specific situations. Before establishing any type of trust, you should consult [...]

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Penalty Exceptions for Early IRA Withdrawals

By | May 4th, 2015|Categories: Blog, Financial Planning|Tags: |

While it is not generally a good idea to withdraw funds early from your IRA account, sometimes it may be necessary. To discourage the use of IRAs for purposes other than retirement, the law imposes a 10% additional tax on [...]

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April 2015

The Dark Side of Diversification

By | April 20th, 2015|Categories: Blog, Financial Planning, Investments|Tags: , |

Does Diversification mean that some part of my portfolio will not perform well? It sure does! Asset Class Diversification is one of the central components of both modern portfolio theory and a well-designed portfolio. Everyone agrees that a prudent investor [...]

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Five Steps You Can Take Immediately to Protect Yourself from Identity Theft

By | April 6th, 2015|Categories: Blog, Financial Planning|Tags: |

Unfortunately, identity theft is a fact of modern life. However, everyday we take steps to protect those things that are important to us. Often, we do it without even thinking. Keeping tabs of your personal information is no different. Take [...]

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March 2015

Tips for Evaluating Fixed Indexed Annuities

By | March 20th, 2015|Categories: Blog, Financial Planning, Investments|Tags: |

Fixed indexed annuities (FIAs) have become very popular investments in the last several years for investors seeking steady retirement income. But be aware that they are complex, and can vary in quality and security. Before considering these investments, you should [...]

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Reasons to Avoid Borrowing Against Your 401(k)

By | March 6th, 2015|Categories: Blog, Financial Planning, Investments|Tags: |

In the recent past, when people needed cash for emergencies, they typically tapped the equity in their homes via a home equity loan or home equity line of credit. Since the Great Recession, retirement accounts have replaced the home-equity loan [...]

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