On a quarterly basis, we publish our “Money In Motion” newsletter with articles of interest to investors. If you would like to receive updates from us, please complete the “Get Our Updates” form here. Below are our most recent Money In Motion editions:
Keep Your Life Insurance When You Retire
Do you need a life insurance policy in retirement?
Tax Changes Around the Home
How the Tax Cuts & Jobs Act impacted three popular deductions
Think Total Return
Never touch your principal in retirement? Think again
How Retirement Spending Changes With Time
Once away from work, your cost of living may rise before it falls
Can We Afford to Live to 100?
Our increased longevity poses a retirement planning challenge
Comprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals and values
Questions After the Equifax Data Breach
Consumers may be at risk for many years
Avoiding the Cybercrooks
How can you protect yourself against ransomware, phishing, and other tactics?
Understanding the Gift Tax
“How can I avoid the federal gift tax?”
Key Estate Planning Mistakes to Avoid
Too many people make these common errors
A Look at Revocable Living Trusts
Living trusts are created with a clearly defined objective: to avoid probate
When Someone Dies Without a Will
Where do things proceed from that point?
2017 Retirement Account Limits
How much can you contribute this year?
Essential Financial Figures
Key Information and Financial Data for 2017
Protecting Your Parents From Elder Financial Abuse
How to help your family avoid scams and other fraud
Characteristics of the Millionaires Next Door
The habits and values of wealthy Americans
Tell Your Beneficiaries About Your Accounts and Policies
Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?
Sometimes the Pundits Get It Wrong
Many predictions about Wall Street have misread the market’s direction
Explaining the Basis of Inherited Real Estate
What is cost basis? Stepped-up basis? How does the home sale tax exclusion work?
Saving for College and Retirement
Saving for retirement is a must. Saving for college is certainly a priority. How do you do both at once?