Annuities are an underutilized tool in retirement planning—according recent academic research. The value of an annuity is that you receive a steady stream of income for the rest of your life, and in certain...
Learn MoreEven tax returns that are professionally prepared often have errors and omissions that may cause you to miss out on some valuable deductions. Having just made it through the 2016 tax season I want to share...
Learn MoreOne of the most vexing issues facing retirees is deciding on an asset allocation and withdrawal rate that minimizes the risk of eventually running out of money. Conventional wisdom suggests that over time you...
Learn MoreSignificant changes could be coming to the health care landscape in the United States now that Republicans are in control of Congress and the White House—and one element that seems common to all the proposals...
Learn MoreA significant rule change goes into effect in the spring of 2017 that impacts the financial advisory business. After years of deliberation, the Department of Labor is implementing a rule that requires that...
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