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Re-Balancing Your Portfolio: Part 2

Re-Balancing Your Portfolio: Part 2

By Scott Roark, MBA, PhD | December 20, 2019

Re-Balancing with Numbers In a recent blog post, I discussed the importance of re-balancing and how it fits into the spending phase of retirement.  In this article, I want to look at some specific re-balancing with numbers and how it has worked out over the past 5-15 years.  The numbers I put together actually go Read more…

Re-Balancing Your Portfolio: Part 1

Re-Balancing Your Portfolio: Part 1

By Scott Roark, MBA, PhD | December 6, 2019

Good discipline in investing is important in the years leading up to retirement – the accumulation phase of retirement planning.  It is important not to get too carried away if the market is going well by thinking stocks will move inexorably up.  Since March 2009, it feels like that has been the case and there Read more…

Possible Consequences of Long-Term Care

Possible Consequences of Long-Term Care

By Thomas "Greg" Darden, CLTC | November 22, 2019

The decision to be prepared for long-term care is often influenced by looking at the wrong issue. Many people view long-term care through the lens of risk, thinking that they might fall in that part of the population that reaches the end of their lives and never needs it. What colors their decision is the Read more…

Cap on SALT deductions

Understanding the Cap on SALT Deductions

By Jo Madonna, E.A. | November 8, 2019

Understanding the Cap on SALT Deductions Your first thought might be: “Does this apply to me?” Well, the easiest way to know is to look for a Schedule A (the schedule used for itemized deductions) on your most recent tax return. If you have a Schedule A, then the cap on SALT Deductions will apply Read more…

using difference tracking

Measuring Portfolio Performance

By Scott Roark, MBA, PhD | October 25, 2019

Jim and Chris spent some time discussing benchmarking in a recent Q&A podcast episode. It may be helpful to get in writing some more of the important ideas around this critical aspect of investment management. Measuring Portfolio Performance It is critical that a benchmark is used, because without benchmarking there is no objective measure of Read more…

tax credit for other dependents

Claiming ‘Other Dependent’ Tax Credit

By Bob Palechek, CPA | October 11, 2019

Tax Credit for Other Dependents: Tests and Tips Tax preparers are seeing more and more people caring for their adult children or aging parents and want to claim the ‘Other Dependent’ tax credit. Let’s take a closer look at how it works. Starting in the tax year 2018, the Tax Cuts and Jobs Act (TCJA) Read more…

Traditional and Asset-Based

Long-Term Care Insurance: Traditional and Asset-Based

By Thomas "Greg" Darden, CLTC | September 27, 2019

Traditional and Asset-Based LTC Insurance Why are we talking about Traditional and Asset-Based Long-Term Care Insurance?  We would all like to think we’re going to take a nap one afternoon, far in the future, and not wake up. We won’t be sick, and we won’t need care. However, statistics tell us otherwise. The U.S. Department Read more…

IRA Taxation

Traditional and Roth IRA Taxation

By Jo Madonna, E.A. | September 13, 2019

The Role of Traditional and Roth IRA Taxation Ask anyone who is putting money aside for retirement what the first thing was that they invested in, and they’ll probably say, “An IRA.” It is, in fact, one of the easiest ways to save for retirement. It lets IRA owners make ongoing contributions and invest them Read more…

using difference tracking

Using Tracking Difference to Analyze Performance

By Scott Roark, MBA, PhD | August 30, 2019

Benchmarking vs. Tracking Difference In a recent podcast episode (Edu #1925), we talked about benchmarking investment performance.  It is important for investors to know how well they (or their managers) are doing with the investment decisions they make.  One of the reasons that managers may not like to benchmark is that historically, relatively few managers Read more…

Social Security

A Closer Look at Social Security Taxation

By Jo Madonna, E.A. | August 16, 2019

A Closer Look at Social Security Taxation: The Importance of the Combined Income Calculation If you’re concerned about whether – or how – your Social Security benefits will be taxed, you’re either already over 62 and living with monthly Social Security deposits into your bank account, or working on your retirement planning for when they Read more…

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