Longevity Income Annuities
July 21, 2014  | By Kevin Smith, CFA

With luck, many of us can expect to live to a very ripe old age. Are you prepared, however, for the financial implications of that possibility? Today, individuals contemplating retirement frequently face the fact that the financial costs associated with…Read More

Top 10 Tax Breaks You’ll Miss in 2014
May 23, 2014  | By Kevin Smith, CFA

You probably didn’t notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as “tax extenders” expired. While it’s possible that Congress could retroactively…Read More

Start Planning Now to Better Manage Your 2014 Taxes
April 29, 2014  | By Kevin Smith, CFA

Now that tax season is over and the damage is done, what can you do for 2014 to better manage your taxes? Here are some ideas that may apply to you, in no specific order. We recommend that you consult…Read More