Advisor Insights

    Mar 2, 2017

Tax Planning Is an All-Year Event


Taxpayers in the higher income brackets are facing a more significant tax liability and experiencing some of the most challenging financial complexities of their lives.

    Feb 3, 2017

Moving On: Your Financial Life after Divorce


The breakdown of a marriage can be stressful, and it can challenge you on a very personal level.

    Jan 18, 2017

Loss of a Loved One? Take it One Step at a Time.


The death of a loved one can be one of the most emotionally-trying periods in a person’s life.

    Dec 12, 2016

Savvy Strategies for an Inheritance


Personal loss is never easy. The death of a loved one can be one of the most emotionally trying periods in one’s life. And it is not uncommon for heirs to experience...

    Nov 29, 2016

After the Altar


At the moment couples say, “I do,” their relationship gains a legal status, and they will receive rights and benefits, both practical and legal, that are not generally...

    Nov 2, 2016

The Upside of the Fiduciary Rule


On April 6, 2016, the Department of Labor (DOL) announced its new rule expanding the definition of investment advice fiduciary under the Employee Retirement Income Security Act...

    Oct 19, 2016

Financial Ground Rules for Unmarried Couples


Relationships bring many firsts―a first date, a first argument, and in some cases, a first shared address. Whether a step toward marriage or...

    Sep 23, 2016

Protecting Your Better Half


Millions of Americans are in loving, committed relationships, living with their partners. And there are many reasons why people choose to live together without being married.