Loring Ward Blog (96 Results)
Long-Term Care Insurance: When and What Kind?
Although the current and future costs of long-term care are a chief concern for many, especially as we age, long-term care planning remains one of those less-than-desirable topics to raise with y... Read more
2020 Year-End Tax Planning
Clearly, 2020 has been a year unlike any other. The coronavirus pandemic and its impact on health and the economy has forced a lot of people to reassess their priorities and the financial life de... Read more
Income Planning and IRMAA in Retirement
Medicare is an area that practically every American will encounter when planning for retirement. It sits at the intersection of health and wealth in your financial life plan, and so often surface... Read more
Benefits of Rebalancing
Diversifying your investment portfolio means putting together a mix of stocks, bonds and other investments with your financial goals, time horizon and risk tolerance in mind. Your mix is called y... Read more
Reframing the Social Security Claiming Decision for Married Couples
For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as l... Read more
Code Name: Monte Carlo
What do you get when you assemble a dozen or so of nuclear science’s greatest minds, give them access to the world’s first electronic general-purpose digital computer, and spend $2 billion during... Read more
Relief for Retirement Account Owners
On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, e... Read more
Minimize Regret Over Maximizing Returns
By Doug Buchan
“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... 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 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
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Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
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Why Are You Buying Gold? Source: Siegel, Jeremy, Future for Investors (2005), Wi...
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The Effect of Diversification <!----> This blog is from the May issue of Por...
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Volatility Clustering FAQ What is volatility? Volatility is the rate at which...