Planning matters

Ch-ch-ch-ch-Changes

Back in 1980, the United States’ share of global GDP was about 21.1%, with the U.K., Germany and France holding 13.2% in aggregate, Japan at 7.8%, while India and China represented 8.4%. Fast forward to today, and the United States’ share has grown only marginally, while the big three of Europe as well as Japan have actually declined over a 37-year period. So, where was the bulk of the growth?

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Pearls of Wisdom: Is a Retirement Community Right For You?

Seniors move into continuing care retirement communities expecting to enjoy amenities such as libraries, fitness centers, and dining rooms while they’re healthy, and to receive excellent skilled-nursing care if they fall ill. When all the pieces fall into place, that’s exactly what happens. It’s important to ask the right questions to ensure that the facilities…

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Unexpected Tax Refund in Your Bank Account? It Could be a Scam.

Recently, the IRS has reported a new scam. Cybercriminals are using stolen taxpayer data to file tax returns and have the resulting refunds direct-deposited into the taxpayers’ real bank accounts…

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Are you ready for your raise at 70½?

At the beginning of each year, we spend a lot of time talking with clients about their Required Minimum Distributions, or RMDs. So, what is a RMD and who does it impact?

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The World is Still Flat

The U.S. generates about 25% of global GDP, yet its share of world stock market capitalization represents over half the entire globe, a twenty-year high …

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