Insights
News
10 Common Estate Planning Mistakes (and How to Avoid Them)
Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.
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Blog
The Week Ahead – December 2, 2019: How to Get Tax Savings on Charitable Contributions
Qualified charitable distributions from an IRA provide individuals over 70½ with a way to receive income tax savings on charitable gifts—even if they decide to take the newly increased standard deduction.
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Monthly Newsletters
How to Give More than Stuff for the Holidays
Think about the best holiday gift you ever received. For some of us, that memory is pretty murky, but chances are you’ll come up with a toy you played with until it fell apart, or the bike you rode until the wheels fell off. Think about the “frame” that memory is in: was the gift exactly what you told your parents you wanted?
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Market Commentary
Weekly Market Commentary – December 2, 2019
Trade negotiators remained primarily responsible for the market yo-yoing up and down in a tight range. Last week, the U.S. and China both shared positive comments about the status of negotiations toward a “Phase One” deal. Asian economies are more tightly tied to trade than other regions, and economic data from the region remains weak.
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Blog
The Week Ahead – November 25, 2019: How to Keep Health Care Costs Under Control in Retirement
If you’ve been covered by a generous employer group health plan, you may be in for a rude awakening when you retire. Here are some tricks for keeping health care costs under control after you retire.
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Market Commentary
Weekly Market Commentary – November 25, 2019
Happy Thanksgiving! After a few weeks where growing hopes of a U.S.-China trade deal propelled markets higher, the opposite occurred last week. Trade negotiations took a small step backward, and global stocks followed. Other global economic news was generally positive.
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Blog
Yes, Social Security Income Is Taxable – But Yours Doesn’t Have To Be
As you move toward retirement, you can’t be content just to accumulate assets. You need to develop a retirement income plan that can help guide you when it comes time to turn savings into sustainable retirement income.
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News
Debra Taylor Gives Tips To Millennial Homebuyers in Recent Redfin Article on November 18, 2019
Are you a millennial thinking about settling down and buying your first home? Saving for the 20% down payment can be overwhelming – for many of us, it’s tough to know where to begin!
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Blog
The Week Ahead – November 18, 2019: Cracking the Nest Egg: When Accumulation Becomes Distribution
It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment in both you and your advisor.
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Blog
Debbie Brings Back Some “Shocking” News from the Goldman Sachs Asset Management Professional Investment Forum
Last week I had the good fortune to spend several days at the Goldman Sachs Headquarters in NYC on a Due Diligence trip. We started the first day by listening to John Tousley, their Global Head of Advisor Solutions, who reminded us that Trump has issued 11,500 tweets since being in office, but thankfully the market mostly ignores the tweets, except when connected with trade. According to Goldman, we are vulnerable to a recession, but a recession is not inevitable. To put a fine point on it, Goldman believes that we are vulnerable to shocks, which could cause a recession....read the full article
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