Increasing Your Return on Life.®

Inheriting an IRA

Pay Attention to IRS Rules

08/23/2017

If you inherit an IRA from a family member, be aware of the complex IRS rules that surround this account transfer. The requirements give your inherited IRA the potential to continue growing on a tax...

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Don't Be Caught Legally Blind!

When Your Child Goes Off to College

08/17/2017

Commencement signals the beginning of a new start for graduating high school seniors. As proud parents, we replay 18 years of memories, time invested, experience and love as we tried our best to prepare...

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Always Carry Your ‘Knife’

How to Survive an Anaconda Attack

08/17/2017

Sometimes our natural reaction to a threat is not the best one. While flight can serve us well in certain situations, when it comes to a market correction or even a full-fledged bear market, flight ...

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Divorce and Your Money

A Certified Divorce Financial Analyst® (CDFATM) can help you avoid many common financial pitfalls with pre-divorce financial counseling.

08/09/2017

After his divorce, David went to a financial adviser to determine how to best position his assets. Together, David and his planner decided to do a total financial plan for him. During the planning session...

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Manage Risk in Your Portfolio

04/01/2008

To most people, ‘risk’ evokes negative images — driving faster than the speed limit, placing bets on ‘a long shot’ or traveling alone to unfamiliar places. Mention risk...

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Avoiding Mistakes in Evaluating Investment Managers

01/01/2008

Everyone wants big returns and everyone wants to beat the “benchmark” as way of saying my money is working well for me. While benchmarks have become center stage in investment analysis as...

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