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Asset Protection: Make Sure Your Umbrella Is Big Enough

March 2021

People make mistakes, no one is perfect, and bad things happen to good people. These plain and simple truisms relate to many of the liability risks involved in everyday life. If something unthinkable occurs and a person is injured on... Read more

Are Value Stocks Poised for a Comeback?

March 2021

Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it's possible this trend may continue, some analysts think that value stocks may have strong appeal during the economic recovery.1 No... Read more

Key Retirement and Tax Numbers for 2021

March 2021

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2021. Estate, Gift, and Generation-Skipping Transfer... Read more

Is Your Home Office Also a Tax Shelter?

March 2021

The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many workers, a dedicated home office became more important than ever in 2020, though not everyone will get a tax break... Read more

Home Sweet Home Equity

March 2021

Buying a home is a long-term commitment, so it’s not surprising that older Americans are much more likely than younger people to own their homes “free and clear” (see chart). If you have paid off your mortgage or anticipate doing... Read more

When You Can’t Speak for Yourself

February 2021

It’s not pleasant to think about the possibility of being unable to make your own medical or financial decisions. But taking the time to express your wishes in advance could help ensure that your health-care and financial affairs are handled... Read more

New Fed Policy Suggests Low Rates for the Long Term

February 2021

After its meeting on August 27, 2020, the Federal Open Market Committee (FOMC) announced a new approach to controlling inflation through the benchmark federal funds rate. While affirming that it considers a 2% inflation rate optimal for promoting maximum employment,... Read more

Big Data for Smaller Players

February 2021

Many large companies use advanced technology and expertise to capture and analyze data as they look for ways to improve business efficiency and customer interaction. Fortunately, a growing field of user-friendly software services enables small businesses with limited budgets to... Read more

Watch Out for These Financial Pitfalls in the New Year

February 2021

As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common money mistakes to watch out for at every age. The Weight of Too Much Debt Approximately 70% of... Read more

Sequence Risk: Preparing to Retire in a Down Market

February 2021

“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses on the front end of retirement could have an outsized effect on the income you receive from your portfolio... Read more

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