Sequence of Return Risk

You are more vulnerable to losses if you are within 1 year of retiring. This is often referred to as the ‘unlucky’ years to retire; […]

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Vacation Properties

Great deals but how much will it REALLY cost you? While the number of people owning secondary homes is on the rise, be aware of […]

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When To Give

You may want to give money to your kids to help them buy a starter home or pay off debt but can you afford it […]

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Universal Truths

by Cindy David (Advisor’s Edge, May 2010) The market has seen more than its share of trouble lately. This isn’t news—nor is the fact that […]

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Maximize Tax Savings in 2010

by Cindy David (Advisor’s Edge, March 2010) Thanks to significant changes in 2008 and 2009, in addition to dependable, long-standing tax planning strategies, you now […]

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