February 22, 2018

Why regular re-balancing makes sense

Ken Weise, an LPL Financial Advisor, provided this article. He can be reached at 707-584-6690. Securities offered through LPL Financial. Member FINRA/SIPC. The opinions of this material are for information purposes only.


Congress passes the Tax Cuts & Jobs Act

How many taxpayers could benefit from all this reform in 2018?

Can we afford to live to 100?

Some of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question is: will we outlive our money?