BEYOND THE NUMBERS

An online journal of our latest views and no-nonsense financial education.

June 23, 2016

Many leading financial institutions offer free web-based calculators that attempt to gauge your retirement readiness based on current savings and future income...

April 27, 2016

 

 

The popular financial press is rife with common investing myths that don’t hold up under close scrutiny. One of the most common myths is that investors can su...

April 8, 2016

 

 A critical element of establishing a plan for retirement is setting an appropriate asset allocation, especially as you approach the time when you begin living...

April 7, 2016


The Labor Department on Wednesday unveiled new rules designed to protect investors with retirement accounts from stockbrokers, insurance agents and other types...

April 4, 2016

The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended Loopholes" that ends two Social Security claiming strategies that have become...

March 30, 2016

When our republic was founded 240 years ago, a citizen could expect to live about 35 years.   Now, most people expect to live that long in retirement!  When Soc...

March 16, 2016

If you are charitably inclined, it may be beneficial to make your donations directly from your Individual Retirement Account instead of giving cash to charities...

September 29, 2015

In this white paper, we review a wide range of investment research and analyst sentiment that calls for significantly lower returns from traditional asset class...

June 13, 2014

 

An this article, financial writer Chuck Jaffe reviews a recent study from the COUNTRY Financial Security Index showing that one in four Americans, across all a...

June 2, 2014

In this video, learn more about our planning process and how we develop financial strategies tailored to specific client needs.

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September 13, 2016

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