Considering Estate Planning? Here's Your Checklist
Review wills, trusts, powers of attorney and beneficiaries, then coordinate your estate documents with your investments and personal financial plan.
Insights archive
Insights
Browse articles in chronological order on personal planning, investing, retirement and business-owner decisions.
How Can Working in Retirement Impact Medicare & Social Security Benefits?
Working past retirement age can change your Medicare premiums and Social Security benefits. What to know about earnings limits, IRMAA, and enrollment timing.
Retirement Income Planning: Build a Plan in Four Steps
Build a retirement income plan around spending, Social Security, pensions and portfolio withdrawals, with taxes and changing needs in view.
10 Things To Consider in the Retirement Red Zone
The five years before and after retirement are the retirement red zone, when sequence risk, healthcare, and withdrawals matter most. Ten things to check.
Aligning Your Investments with Your Values
Explore how investment preferences fit alongside retirement needs, costs, taxes and diversification, with practical limits on direct-stock and ETF exclusions.
High Income? Time for a Team
Coordinate retirement, IRA and investment-tax questions with Todd Smurl, CFA, your tax preparer and your estate attorney, without assuming a tax outcome.
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