When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing with the [...]
Taking withdrawals from a traditional portfolio exposes fixed-income investors to “sequence of returns” danger. In other words, experiencing negative returns early in retirement can deplete your portfolio more quickly than you planned and potentially undermine the sustainability [...]
According to AARP, 47% of baby boomers expected to travel internationally in 2018. Overseas travel may be one of the more popular aspirations in retirement, but it does beg an important question :“Will my health insurance coverage [...]
Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counter intuitive, but it may be possible to have too much [...]
Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the [...]
An estimated 721,000 vacation homes sold last year. That's down nearly 22% from the year before.¹ When it comes to insuring your second home, you may find that the coverage you need is quite different from what you have [...]
Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important—perhaps, more important. The history of socially responsible investing [...]
As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty that the manufacturer will repair or replace that product if it breaks down. A warranty makes sense [...]
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about [...]
Perhaps Bette Davis said it best when she observed, “Old age is no place for sissies.”¹ The challenges seniors have met throughout their lives have made them wiser and stronger, preparing them for the unique challenges that [...]
