Planning and Advice

How do you estimate investment returns? Fallback Image Decorative pattern

Planning and Advice

How do you estimate investment returns?

One of the important challenges in retirement planning is deciding what values to use for the expected returns of stocks and bonds. Everyone likes to talk about investment returns, so these numbers are likely going to capture the interest of clients. That means you’d better ensure your numbers are reasonable.

By Dan Bortolotti |July 15, 2014

3 min read

Help families gain financial control Fallback Image Decorative pattern

Industry

Help families gain financial control

Most families are worried about their finances.

By Staff |July 14, 2014

2 min read

3 estate planning mistakes Fallback Image Decorative pattern

Estate Planning

3 estate planning mistakes

The best way to learn is through mistakes. So here are three common estate planning offences.

By Elaine Blades |July 14, 2014

2 min read

Advisor analysis – Frank Jasek Advisor analysis – Frank Jasek

Planning and Advice

Advisor analysis – Frank Jasek

Having two elderly parents move into the family home can involve quite an adjustment. But as Bill and Amy have discovered, caring for aging parents can have an impact on a family’s finances as well. The good news: there are numerous tax credits and deductions to help ease that financial burden.

By Frank Jasek |July 14, 2014

3 min read