Category: Blog Posts

How Should You Talk to Your Kids About Their Inheritance?

One of the trickiest and most sensitive financial areas that parents must navigate is talking to children about their inheritance. This conversation is fraught with potential danger. For example, wealthy parents sometimes fear that telling their kids what kind of inheritance they’re going to receive will take away their motivation to go to college, work […]

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How MASH Can Help You Retire Successfully

If you’re like many people, you are saving at least a portion of your income in a retirement savings account to help prepare for the day when you’re ready to leave the workforce. That’s great, but ensuring a successful retirement requires more than just planning out your dollars and cents. You also need to plan […]

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How to Extend the Life of Your Retirement Portfolio

One of the biggest challenges when it comes to retirement planning is ensuring that your savings last as long as you live. This is becoming even more important as some people choose to retire earlier than the traditional retirement age of 65 and average life expectancy in the U.S. increases. For example, U.S. men can […]

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Happy Anniversary! Long-Running Bull Market Celebrates 10 Years

March 9 was the anniversary of a financial event that few people foresaw a decade ago. On this date, the longest-running bull market in U.S. history turned 10 years old. The decade-long stock market rally has generated a gain of almost $18 trillion in the market value of the S&P 500 Index, which has more […]

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What Retirement Crisis? New Data Indicates That Retirement Savings Are Healthy

The news headlines lately have been trumpeting a looming “retirement crisis” due to a failure of many Americans to save adequately for retirement. However, a recent article in The Wall Street Journal makes the case that just the opposite is actually true, at least when it comes to household retirement savings. The article shares a […]

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A Social Security Primer: Answers to Common Questions About Social Security

Millions of Americans rely on Social Security to help finance their retirement or pay benefits if they become disabled. Given the important role that Social Security plays in so many people’s lives, it’s surprising how many misconceptions there are about it. Following is a primer on the basics of Social Security that addresses some of […]

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Start Planning Your RMD Strategies Now

There’s a sneaky little provision in IRAs and 401(k)s that some retirement savers aren’t aware of. This provision is commonly referred to as required minimum distributions, or RMDs for short. As the name suggests, you are required to begin distributing a minimum amount of money from your traditional IRA (not Roth IRA) and 401(k) accounts […]

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Financial Planning Insights: Don’t Neglect Your Financial Health

You’ve probably never equated financial planning with going to the doctor. But in a new study, four out of 10 people say that financial planning is like going to the doctor for a medical checkup. This is one of many interesting results from the survey, which was conducted by Northwestern Mutual and released late last […]

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Cybersecurity Alert: Beware of Hacks to Your 401(k) Plan

Reports of major data breaches at large corporations are becoming commonplace — from the 500 million Marriott International customers whose personal information was stolen by hackers to the 148 million consumers who were victimized in the 2017 Equifax data breach. Now there’s a new data security threat to be aware of: Hacks into your retirement […]

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How Tax Reform Now Affects Divorce Settlements

More than a year after it was signed into law, some provisions of the Tax Cuts and Jobs Act are still starting to come to light. For example, the legislation made significant changes to the taxation of alimony payments starting this year that some experts say could have a major impact on divorce in this […]

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