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Coverage and Tax Considerations For Work-Sponsored Life Insurance

Category Archives: Financial Planning

Coverage and Tax Considerations For Work-Sponsored Life Insurance

While employers have cut back on pensions and their 401(k) plans do not offer the same level of retirement income security, they have stepped up in the area of life insurance. The majority of Americans (68 percent) have a life … Continue reading

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Elderly Caregiver Facts and Figures

These days, people who live to age 65 can expect to live at least another 20 years. That means many are likely to require some form of assisted caregiving. According to aging experts, the following guidelines describe characteristics of those … Continue reading

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8 Strategies To Reduce Market Exposure

Over a 10-day period in December 2018, the Dow Jones Industrial Average (DJIA) dropped by more than 350 points six different times. It then experienced its largest increase on record – a 1,000-point gain in one day. This dramatic volatility … Continue reading

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New Proposals for Government Programs

The Tax Cuts and Jobs Act delivered a wealth of benefits for taxpayers at every income level, but none more so than for the very rich. The net result of huge tax breaks for both high-income and corporate taxpayers is … Continue reading

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What Leading Economic Indicators Tell Us

One of the reasons investing is tricky is because it involves so many factors that we cannot control. One factor is the specific investment itself. In the case of a stock, the share price relies on company management and leadership; … Continue reading

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High Concept Strategies: Evidence-Based Investing

This is the second in a series of articles discussing various types of high-concept investment styles. This month we explain evidenced-based investing. Investors and their advisors frequently are influenced by a variety of factors, ranging from news, rumors, biases, gut … Continue reading

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