6 Most Overlooked Tax Deductions Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the six most overlooked opportunities to manage your tax […]

Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have three basic choices with the 401(k) account they accrued at a previous employer. Choice 1: […]

Investors, and Bulls, and Bears, Oh My! Market volatility returned over the last month and, during the last two weeks, stocks suffered a modest correction. China kicked it off and, while the ripple effect started in emerging markets, it soon spread to the developed world, including the United States. While some investors shifted assets into […]

Planning for the Expected Perhaps Bette Davis said it best when she observed, “Old age is no place for sissies.” ¹ The challenges seniors have met throughout their lives have made them wiser and stronger, preparing them for the unique challenges that come with aging. As we age, the potential for cognitive decline increases, ranging […]

From Greece to China July opened with the Greek referendum on a proposed bailout package. Syriza, the current ruling party in Greece, campaigned against the proposal and told voters that it was a bad deal. The Greek people agreed and the proposal failed by a sizable margin. That provoked the European negotiators. After the next […]

Questions About Medicare? Here Are Some Answers. Medicare is complex and today’s changing health care landscape makes it more important than ever to fully understand how it works. If you or someone you know is near retirement, you may have questions about how to enroll in Medicare and what Medicare covers. Here are answers to […]

Overseas Opportunities? On the island of Puerto Rico, the governor announced that its $70 billion debts were “not payable.” Despite the small size of the Puerto Rican economy, its bonds are strangely important in the US bond market. They enjoy this status because they are not subject to federal, state, or local taxes. The result […]

8 Mistakes That Can Upend Your Retirement Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you […]

Greece Back in the Spotlight Investors’ fortunes reversed in May. Whereas April saw foreign investments and hard assets posting strong returns and prompted some investors to make significant changes to their portfolios in response, May was driven by the US markets yet again. This strong performance surprised some investors, after several economic data releases were […]

3 Questions To Ask About Your Long-Term Care Needs If you’re like many Americans, you might be worried about how to prepare for your own or your loved ones’ long-term healthcare needs. In previous generations, elderly parents and grandparents could count on moving in with relatives when they became unable to live alone. However, today’s […]