2022 Tax Guide
2022 Contribution Limits
Charitable Giving: Good for Your Heart and Your 1040!
A Quick Look at Charitable Deductions
Assess Life Insurance Needs
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according...Read More
Making Decisions About Life Insurance
Life insurance choices can be confusing. Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we never have a...Read More
How a Financial Plan Helps You Endure Market Volatility
Your portfolio may be designed to give you the best chance of achieving your financial goals. Unfortunately, the market doesn’t care about your risk tolerance or your goals. The Market Has a Mind of Its Own A key characteristic...Read More
What Type of Social Security Benefit Is Best for You?
Social Security is an important source of income for most retirees. According to the Social Security Administration (SSA), one in every six U.S. residents collected Social Security benefits last year.1 But understanding which Social...Read More
A 6.1% Bump in Social Security?
COLA and Social Security. The news keeps getting better for Social Security recipients. It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant...Read More
Before You Claim Social Security
A few things you may want to think about before filing for benefits. Determining when to take Social Security benefits is a complicated financial decision. Here are a few things to think about and discuss with your financial...Read More
The Biggest Financial Pressures Facing Retirees
(and How to Plan for Them) Retirement is a time for pursuing your passions, reaping the fruits of your life’s work, and making the most out of life. But there are many financial pressures facing those planning to retire in the...Read More
Who Is Your IRA Beneficiary?
Should you make a change to suit changing times? Do you have an IRA or a 401(k)? You probably do. You may have both of these retirement savings accounts in your portfolio, or accounts that are similar. While IRAs and 401(k)s are...Read More
Only 45 percent of adults have a will or other estate documents in place, which may not be entirely surprising.1 No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once...Read More
Who Is Your Trusted Contact?
Who Is Your Trusted Contact? Investment firms have a client service feature that may be a benefit to certain investors. They will ask you whether you would like to provide the name and information of a trusted contact.1 You do not have...Read More
Managing an Inheritance
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have...Read More
Should Retirement Be Hard Work?
Ah, retirement! Finally, there will be time to relax, free from financial worry. Many people think of retirement as a time to travel or pursue special interests—a welcome break from the 40-hour workweek. But without careful...Read More
Goldman Sachs Bear Essentials: A Guide to Navigating a Bear Market
On My Mind: They Blinded Us From Science
2020 Tax Guide
2020 2nd Quarter Market Commentary
2020 3rd Quarter Market Intelligence
LTAM WHITE PAPER JULY 2020