Everyday, clients ask me what they should expect in 2017. Should I be nervous, excited, scared, worried or hopeful? I respond with yes, all those things. The
Q: Dear Julia: Since turning 70 ½ I must take out my Required Minimum Distribution (RMD) from my IRA (Individual Retirement Account) by the end of each year. I
Investing is a marathon, not a sprint. The best advice I can give when helping clients invest smarter is to stay focused on your time horizon and individual
Another holiday season is upon us! It amazes me that as I get older, the years seem to go by much faster. With Thanksgiving already here, my thoughts move
Retirement
What is an Executor’s job?
An executor is responsible for sorting out your finances after your death; generally arranging for the payment of
Dear Valued Investor:
Donald Trump has completed his landmark quest and will become the nation’s 45th President after a contentious and often divisive
A revocable living trust is an agreement stating how an individual's property will be distributed and managed during their lifetime and after their death. One
A revocable living trust can be a useful estate planning tool, but it’s important to understand how they work first. When it comes to estate planning, some
Is Your Financial Advisor a Fiduciary?
With a recent endorsement, President Obama committed to the fiduciary standards for financial advisors. This could
The median life expectancy for a 65-year-old American woman is 86, according to the Social Security Administration. For men, it’s 84. Half will die sooner, half
Do you think you’re ready to start your dream retirement? This is getting harder to do. In 2014, just 4 percent of Americans expect to retire before 55
Myth 1: 100 minus your age equals the percentage of stocks to keep in your portfolio.
If you’re 40 years old, for example, this rule recommends keeping 60
