Have a Conversation, for You and Your Family
During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns.... Read more
Is COVID-19 Creating An Education Planning Crisis?
By Tim Maurer
Few things in our lives have been so dramatically altered throughout the COVID-19 crisis as school and education. From online coursework to cancelled proms to a March devoid of Madness but full o... Read more
What Is ‘Bracket Creep’ and How Do You Avoid It?
With so much financial information coming at us each day, and at a time when everything seems to be changing, trying to stay on top of the terminology can be overwhelming. It can be a daunting ta... Read more
What Illustrating Your Wealth Transfer Plan Can Show You at a Glance
By Stan Purvis
We all know that legal documents, at least for those of us who aren’t attorneys, can be complex and often overwhelming to digest. Your estate planning documents, for example, likely contain dozen... Read more
Money and Happiness
“Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economi... Read more
The Key To Saving More For Retirement: Using Your Imagination
By Tim Maurer
The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s pr... Read more
Charitable Giving Opportunities Under the 2020 CARES Act
By Elliot Dole
The government’s massive COVID-19 and economic relief package – the CARES Act, which was signed into law in March – contained some significant measures to encourage immediate charitable giving to... Read more
6 Steps to Help Protect a Loved One from Financial Elder Abuse
Financial elder abuse – defined by the National Committee for the Prevention of Financial Elder Abuse as the illegal or improper use of an elder person’s funds, property or resources – can take n... Read more
Maximizing Outcomes by Reducing Taxes Over Your Lifetime
As a kid, if you get $20 from your parents the world opens up and the possibilities seem just endless. Candy bars, apps, the latest “it” thing and so much more can be yours. You pull out your spe... Read more
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- The Effect of Diversification <!----> This blog is from the May issue of Por...
- Volatility Clustering FAQ What is volatility? Volatility is the rate at which...