Retirement Readiness Takes Getting in Step
Many couples don't agree on when, where or how they're going to retire. When Fidelity Investments asked couples how much they think they...
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NEWS
It's Time to Review Your Estate Planning Basics
Beginners and billionaires alike should refresh their knowledge of these basic estate planning terms and concepts. The word "estate"...
Start the New Year with an Organized Outlook
Still trying to think of a New Year’s resolution? Consider organizing, decluttering and updating your financial plan. To start, going...
The Budget Explained in Simple English
I love it when complex things are simplified so that we can all understand. All numbers based on 2016 National Debt clock. United States...
Serenity Now: Weekly Investment Strategy
Read the weekly investment strategy commentary from Chief Investment Strategist Jeff Saut. One of the funnier shows in the Seinfeld...
Unplugging Your Vacation
Relax and recharge on your next getaway by taking a break from technology. The value of getting away from the work routine is apparent to...
Five Wise Ways to Spend Your Extra Hour
As the sun sets on daylight saving time, don’t lose sleep over your financial future. It has been said that time is life’s most precious...
Keeping It in the Family
Proposed U.S. Treasury rules could mean a bigger estate tax bite for your family-owned entity. The U.S. Treasury recently proposed...
How Much or How Little the Kids Inherit
How to have a valuable family conversation about your estate. Talking to family members about estate planning and legacies can be...
Check this List – Twice – Before Year-End
While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine...
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