Tag: Wealth Management

Will You Outlive Your Retirement Savings?

Many people base their retirement saving and distribution strategies on life expectancy projections made by the Social Security Administration. According to these projections, once he has reached age 65, the average male in the United States will live to age 84 and the average female will live to age 86. But there’s something very important […]

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How to Prepare Your Kids and Grandkids for Managing Generational Wealth

Based on our experiences, affluent and high-net-worth families often walk a fine line when it comes to planning their estate. While they may want to pass their assets on to their children and grandchildren to provide them with a measure of financial security, they don’t want to give them so much money that kids and […]

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What’s the Difference Between ETFs and Mutual Funds?

When investing in stocks and bonds, you have two main options: You can buy the shares of individual companies or individual bond issuers, or you can purchase stocks and bonds through mutual funds or exchange traded funds (ETFs). Based on Frontier’s findings, many investors opt for mutual funds or ETFs. These provide a high degree […]

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The Potential Role of Annuities in Your Financial Plan

Annuities can sometimes be beneficial financial products, in the right circumstances. With a clear understanding of what annuities are and how they work, you can better determine whether or not an annuity could help you meet some of your financial goals. An annuity is a type of insurance contract into which you invest money today […]

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5 New Year’s Financial Resolutions for 2017

In a few weeks there’s a good chance you’ll make some New Year’s Resolutions — for example, to lose weight, eat healthier or exercise more. As you think about your resolutions for 2017, here’s an idea: Try making some New Year’s financial resolutions. Here are 5 financial resolutions that could help make 2017 your best […]

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Not in the Family: When Should You Name a Corporate Trustee?

If your estate plan utilizes trusts to manage the distribution of property and other assets to your heirs, then you have a very important decision to make: Who will be your trustee? You have two main options when naming a trustee: You can designate an individual — such as a family member, friend or business […]

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5 Year-end Strategic Moves That Could Reduce Your 2016 Taxes

Tax planning might not pop up on your radar until March or April when you start getting everything together in preparation to file your tax return. But waiting until the spring to start tax planning could be a big mistake. Why? Because there are certain strategic moves that must be made before December 31 in […]

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How to Choose the Right Wealth Advisor

Your choice of a wealth advisor is one of the most important decisions you will make in your life, at least from a financial standpoint. Given this, it’s surprising how little time and research some people put into the process of choosing the right advisor. For example, some people will choose a wealth advisor based simply on […]

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5 Retirement Savings Questions to Ask Now

According to the Pew Research Center, 10,000 baby boomers now reach the traditional retirement age of 65 every single day. Some of these boomers have planned well for their financial security in retirement — but, unfortunately, many haven’t. A study conducted by GoBankingRates found that one-third of Americans have not saved any money at all […]

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Behavioral Finance: How to Avoid the Behavior Gap

It might surprise you to learn that when it coms to managing their personal finances, many people act in an irrational way that damages their economic and financial self-interest. In fact, there’s a term that describes the negative impact of poor decisions made by investors: the behavior gap. This is the title of a book […]

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