Monthly eNews Archives
Select the archived Wealth Management eNewsletter you would like to read.
Making Financial Resolutions? Look Back at Last Year January 2012
Each new year brings the chance for a fresh start, and the opportunity to improve your financial picture. As you make financial resolutions for 2012, looking back at what happened last year can help you make some positive changes this year.
The Problem with Do-It-Yourself Estate Planning December 2011
As the number of internet websites and software packages have quickly multiplied, along with the many books and stationery store kits that have always been available, do-it-yourself (DIY) estate planning is on the rise.
Long-Term Care Planning Is Important for Women November 2011
The prospect of needing long-term care is an important, yet sometimes overlooked, part of financial and retirement planning.
Year-End Investment Planning: The Clock Is Ticking October 2011
Investment planning at the end of 2010 was complicated by uncertainty over whether existing tax rates would be extended. This year, it's the congressional "supercommittee" charged with tackling the country's deficit financing problem that's the source of uncertainty.
Factoring Health-Care Costs in Retirement September 2011
There are many factors to consider in determining how much you'll need to save in order to enjoy a comfortable and financially secure retirement. One often overlooked retirement expense is the cost of health care.
Medicare and Medicaid: Do You Know the Difference? August 2011
Medicare and Medicaid were signed into law 36 years ago to protect older and poorer Americans against the high cost of health care.
Are There Gaps in Your Coverage July 2011
A periodic review of your insurance coverage will help to eliminate any potential gaps that may leave you exposed to unforeseen risks.
Mid-Year Tax Considerations June 2011
Though it may seem as if the ink has barely dried on your 2010 federal income tax return, the end of 2011 is now visible on the horizon. Here are some things to consider as you take stock of your current tax situation.
Important Questions to Ask Aging Parents May 2011
Remember "the talk" your parents initiated (maybe) with you many years ago? Well, now it's your turn to sit on the opposite side of the table.
Saving for Retirement and a Child's Education at the Same Time April 2011
You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two?
Social Security Survivor's Benefits March 2011
You might think Social Security is a program that only provides you with a monthly income after you retire.
Not Leaving Retirement to Chance January 2011
There are a number of risks to retiring, but they all center around one big concern: we just might live too long.
Retirement Spending Plan: “Determining the Magic Number October 2010
Entering retirement can feel like an amusement park ride that combines speed, darkness and a feeling of freefall. But in real life, fear can trump the thrill of the ride, unless you have done the proper planning.
Ode to Balance Sheets July 2010
Why all the recent fuss about balance sheets? As advisors, when we look at a well crafted balance sheet, we can often get a good reading on where your financial life is and where it might go.
Estate Planning for 2010 March 2010
As financial planners we are still reeling over Congress’ lack of action on estate taxes prior to the beginning of 2010.
Suspending Social Security Payments: Part 2 February 2010
There are two times when you might consider stopping your Social Security benefits and then re-establishing them.The second is called "Withdraw and Reapply".
Suspending Social Security Payments: Part 1 January 2010
There are two times when you might consider stopping your Social Security benefits and then re-establishing them. The first is called "Claim and Suspend".
Roth Conversation Strategies for 2010 December 2009
2010 will offer new opportunities for Roth conversions, including some strategies that could benefit from planning during the remainder of 2009.
Important IRA Matters October 2009
The Required Minimum Distribution suspension pertains to all forms of IRA and applies to both owners and beneficiaries. Retirement plans also benefit. The greatest advantage of not taking an IRA distribution is tax savings.
Reverse Compounding June 2009
This newsletter explains the miracle of Compounding – a mathematical concept that allows you to turn a small amount of money into a lot of money over time, assuming you invest your savings wisely.
StrategicPoint's archives located on this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, StrategicPoint's (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific PRIOR date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from StrategicPoint or from any other investment professional. StrategicPoint is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice
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