Monthly Archives: May 2017


Tax-Wise Portfolio Rebalancing

Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes, such as stocks, and relatively lower risk asset classes, such as bonds. Sticking with a chosen strategy might deliver acceptable returns from the volatile assets, as well as […]


Social Security Strategies That Still Work

Recent legislation has reduced Social Security claiming strategies for married couples. For example, if you failed to initiate a “file-and-suspend” plan before April 30, 2016, that opportunity is no longer available.   Still available Another popular approach for married couples—filing restricted applications for spousal benefits—is still viable, but only for […]