As many as 8 million people use some form of long term care annually. Taking care of an aging parent is a growing challenge for the so called “sandwich…
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Four Stats Your Broker Doesn't Want You to Know
Dalbar’s Key Findings Recently I was looking at the key findings of Dalbar’s Quantitative Analysis of Investor Behavior (QAIB) report for 2015, and a few things caught my attention. Since…
White Paper - Non-Stock Market Income Generating Alternatives
There are three basic categories of investments: conservative, moderate and aggressive. (more…)
White Paper - Are Your Allocations Right for Social Security?
Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your age, objectives and lifelong earnings,…
White Paper - Understanding Social Security Benefits
Before you can retire, you should know what all of your sources of income are going to be, and how much you can expect to receive from each. Social Security…
White Paper - Are Your Allocations Right for RMDs?
Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as simple as following a bit…