The Wealth Report: Spotlight: Taxes and Your Portfolio

SPOTLIGHT: TAXES AND YOUR PORTFOLIO Choose investments and investment vehicles based on your specific goals. However, you also can make strategic choices that can help minimize your tax obligations and maximize your returns. Overview Tax-minimizing strategies are available to everyone, not just billionaires. There are many ways to help reduce your tax bill on investment…

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The Wealth Report: Women and Work: The Path Forward

WOMEN AND WORK: THE PATH FORWARD Good, stable, affordable child care is hard to find. The same holds true for elder care. Until these issues are addressed, millions of women will remain out of the workforce. Overview As U.S. employers desperately seek workers, millions of mothers remain on the sidelines due to health safety concerns,…

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The Wealth Report: Age-Induced Disability

AGE-INDUCED DISABILITY: FINANCIAL, RETIREMENT & ESTATE PLANNING We’re living longer these days, and with a longer life, many of us will need some type of caregiving assistance, whether it’s from a home health aide or a family member, or in a nursing home. The challenge retirees face is how to pay for that care, no…

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