No single asset allocation is perfect for every retiree. The author examines six portfolios under two withdrawal methods—RMD or 4%—and evaluates the benefits
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With inflation a top concern among Americans these days, clients may be wondering how Social Security’s cost-of-living adjustment is calculated. Our expert
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The Senate has just passed another bill to be folded into SECURE Act 2.0 before both chambers vote on the full package. Here Jeff Levine takes a close look at
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The first half of 2022 has been a nightmare for even the most seasoned of investors. When looking back, from the March 2020 lows until January 2022, investors
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Early baby boomers and millennials are ahead of other generations in terms of retirement preparedness, according to panelists at a recent symposium hosted by
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Rather than relying on college rankings (which are highly flawed), suggest parents consider a school’s return on investment for graduates in terms of future
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Computer hackers are people who break into internet-connected devices such as computers, tablets and smartphones, usually with the intent to steal, change or
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The latest headlines are focused almost solely on rising energy costs, inflation and the negative effect it will have on our spending power. In order, to best
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Typically, younger people don’t make retirement savings a priority. Living expenses, student debt, rent or house payments, and other day-to-day expenses mean
It sounds counterintuitive—why would a wealthy clients care about saving a little money on wine? But they didn’t get wealthy by accident. They love to get value
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2022 sure has been a rough one for both stock and bond markets. Fueled by fears of higher inflation caused in part by the Russian invasion, higher energy, Covid
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We’ve often discussed the possibility of converting a portion of your traditional IRA to a ROTH. The process involves moving some or all of your traditional IRA
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