Photo from Getty images Tax-Free Investment Strategies Published September 23, 2019 By BRIAN EVANS, CPA, PFS Kiplinger Article   “There’s one for you, 19 for me, cuz I’m the tax man” was from the first tax protest song as performed by the Beatles. You see, Britain imposed the 95% tax bracket on the Fab Four, leaving…

Tell Clients About Sequence of Returns Risk PUBLISHED August 01, 2019 at 08:23 PM By Elle Switzer ThinkAdvisor Article   One defining characteristic of the current long bull run is historically low market volatility. From 1990 to 2011, the Standard & Poor’s 500 posted an average annual gain of 7.6%, while the average daily close of…

Setting Up Our Kids For A Successful Retirement PUBLISHED July 9, 2019, 08:16am By Eric Brotman Fores Article When you have a baby, it’s hard to imagine that baby retiring from a 40-year career. But it’ll happen. If you’ve already figured out your retirement plan and have all of your financial ducks in a row, there…

Lower Your Expectations for Returns Over the Next Decade By JOHN WAGGONER, Senior Associate Editor January 2, 2019 Kiplinger Article   Most financial pundits will tell you that the average annual return from large-company stocks since 1926 is 10.1%. If your investment horizon is a very long way off, you may well get that much. Over…

Have An IRA Or 401(k)? The SECURE Act Would Change Your Estate Planning PUBLISHED September 14, 2019 at 10:45AM By Lorie Konish CNBC Article   When John Sullivan’s aging mother needed to move, it was a challenging experience. Sullivan’s mother had macular degeneration and couldn’t drive anymore. Consequently, he and his brother looked for senior…