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Evaluating Professional Advice: 11 Questions to Answer Before You Commit

2016-12-14T17:05:15-08:00

Obtaining professional advice is a significant step and should not be approached lightly. As with investors and their objectives and constraints, professional advisors also differ in their philosophy, processes, services, education, experience, and their ability to add value. Professional advisors work in many fields and hold various titles, such as investment advisor, financial planner, accountant, [...]

Evaluating Professional Advice: 11 Questions to Answer Before You Commit2016-12-14T17:05:15-08:00

Business Owners Creating Effective Partnerships and Alliances

2016-12-14T17:05:15-08:00

Forming a strategic alliance is similar to getting married: It's easy to do, but maintaining a satisfying relationship requires flexibility and commitment. Following certain guidelines when first establishing an affiliation and participating in ongoing communication are key to forming a fruitful collaboration. What's in a Name? There are many types of strategic alliances, but they [...]

Business Owners Creating Effective Partnerships and Alliances2016-12-14T17:05:15-08:00

7 Steps to Financial Wellness

2016-12-14T17:05:16-08:00

The goal of good health should be at the core of decisions you make about money. As any wise person will tell you—and many have, from the Roman poet Virgil to Gandhi—health is wealth. The irony is that the converse is also true—a growing body of research suggests that financial problems actually can lead to [...]

7 Steps to Financial Wellness2016-12-14T17:05:16-08:00

What’s New? Social Security Changes, Savers Credit Increase and more

2016-12-14T17:05:17-08:00

Recent changes in the tax law could affect your benefits. Laws that were enacted as part of the Bipartisan Budget Act of 2015 included several new rules that might affect your Social Security and other tax benefits. End to Social Security “file and suspend” option Under the IRS file and suspend option, married couples could [...]

What’s New? Social Security Changes, Savers Credit Increase and more2016-12-14T17:05:17-08:00

Time, Not Timing, Is the Key to Long-term Success

2016-12-14T17:05:17-08:00

It’s not getting in and out of the market — it’s adhering to a sensible investment strategy over time When the markets undergo stress, some investors worry that their net worth is diminishing permanently. Sometimes, these folks panic, selling at or near a market bottom, and then wait too long to get back in once [...]

Time, Not Timing, Is the Key to Long-term Success2016-12-14T17:05:17-08:00

Doing the Math — How Much Will You Need for Retirement?

2016-12-14T17:05:18-08:00

Even though calculating a retirement savings goal is key to pursuing and maintaining a confident financial outlook, the Employee Benefit Research Institute reported in 2013 that just 46% of American workers have figured out how much money they will need to accumulate for retirement.1 And more than half admit that they are behind schedule when [...]

Doing the Math — How Much Will You Need for Retirement?2016-12-14T17:05:18-08:00

What Is a Health Care Proxy?

2016-12-14T17:05:18-08:00

A health care proxy allows you to designate a person who can make medical decisions for you in the event that you are too seriously incapacitated through illness or injury to make those decisions yourself. In some states, a health care proxy is known as a medical power of attorney. Many legal and health care [...]

What Is a Health Care Proxy?2016-12-14T17:05:18-08:00

Navigating Medicare and Medigap Insurance

2016-12-14T17:05:19-08:00

Most adults become eligible for Medicare on the first day of the month they turn age 65. Whether you need to sign up, and how to go about doing so, depends on the type of coverage you select and whether you collect Social Security benefits prior to becoming eligible for Medicare. Medicare Eligibility If you [...]

Navigating Medicare and Medigap Insurance2016-12-14T17:05:19-08:00

Bequest or Beneficiary: In Estate Planning, the Difference Is Crucial

2016-12-14T17:05:19-08:00

The scenario plays out over and over again in attorneys' offices: A family brings a parent's will to be probated. The will is complete, well-thought-out, and takes into consideration current tax law. But under closer examination, the attorney discovers that the deceased's estate plan doesn't work. Why? Because a substantial portion of the parent's assets [...]

Bequest or Beneficiary: In Estate Planning, the Difference Is Crucial2016-12-14T17:05:19-08:00
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