Within the scope of an investment portfolio, the commonplace 401(k) may seem to be a simplistic account. But it’s not, especially when it comes to estate and legacy planning. The…

There’s an adage often found on decorative signs and other accessories that reads, “Be nice to your kids; they will choose your nursing home.” The saying rather drives home the…

One of the reasons investing never gets boring is because it is an ever-changing, never-sleeping industry that presents new opportunities — and new risks — every day. One of the…

According to the National Oceanic and Atmospheric Administration, the amount of heat stored in the upper levels of the ocean reached an all-time high in 2019. This is a primary…

Common sense would suggest older workers have a much easier time saving than young adults. They are more likely to have already purchased a home, put kids through college and,…

With people living longer and benefiting from the long-running bull market, there are more factors to consider in taking required minimum distributions (RMDs) from retirement accounts. The traditional IRA, SEP…

Recently, President Trump bemoaned the inconveniences of low-flow toilets, showers, dishwashers and energy-efficient lightbulbs – all implemented in the wake of government regulation aimed toward conservation efforts.1 One issue in…

The U.S. has enjoyed 10 years of a booming stock market and a growing economy. It’s too early to tell how 2020 will look, but there are some signs that…

According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power…

As we enter a new year, it’s time to start thinking about smart tax moves to help minimize what you’ll owe Uncle Sam on April 15, 2020. Given the fact…