Piecing Together The Estate Planning Puzzle
Coordination between an investor, investment advisor, and an estate attorney can help turn what can be a complicated puzzle into a plan.
TAG: Financial Planning
The Best Way To Make Charitable Donations?
Given the late 2014 rule change and ongoing uncertainty surrounding QCDs, this is a good time to review a few charitable giving basics. By planning in advance, you can ensure your giving strategy benefits from all available tax deductions.
Designating Beneficiaries—Where There’s A Will, There’s Not Always An ‘Easy’ Way
Despite having an up-to-date will, you may not have selected the best way to pass a retirement account on to heirs.
Advice Doesn’t Have To Be Complex To Be Effective
How does one filter out the noise and identify what is essential to long-term success? These simple guidelines can help.
Retirement Income: Navigating a ‘Low-Rate’ Environment
A total return approach to generating portfolio cash flow helps balance risk and return, enabling a portfolio to meet retirees’ long-term spending needs.