Recent Posts / RSS Feed- The tax landscape will shift, making these three strategies wise moves for 2012
- Life Settlements Offer Alternative to Insurance Cash Value
- Farmland, agriculture commodities may outrun stocks or bonds
- Student loan overview — which is right for you?
- Long-term care costs … still expensive, but growing slower in some cases
- Expand investment opportunity with alternatives
- Natural gas: Good energy opportunity, maybe not a good investment opportunity
Tag Archives: retirement
New analysis of college costs
The College Board published its annual Trends in College Pricing report last week. It’s no surprise that higher education costs continue to climb in absolute terms. But for students who receive grants or federal aid, college costs have actually declined … Continue reading
Posted in Financial planning
Tagged college, college board, costs, expenses, higher education, private, public university, retirement, saving, tuition
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Medicare costs can increase due to unintended consequences
In the Weekend Investor section of the October 30, 2010 Wall Street Journal, Ellen Schultz wrote an article outlining often overlooked considerations that can cause personal Medicare costs to rise and more of Social Security benefits to be taxed. In … Continue reading
Posted in Financial planning, Retirement, Taxes
Tagged capital gains, financial planning, income, IRA, medicare, premiums, retirement, Roth IRA, Social Security, taxes
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Continuing-Care Retirement Communities: Weighing the Risks
Kelly Greene, who writes retirement-focused personal finance stories for The Wall Street Journal, recently reviewed some of the risks and benefits of an increasing trend among retired Americans. Continuing-care retirement communities have become popular but should be viewed as an … Continue reading
Posted in Financial planning, Retirement
Tagged assisted living, community, continuing care, costs, long term care, retirement, risks
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The Critical Role of Life Insurance in Financial Planning
As comprehensive wealth managers, we believe that protecting risks through insurance is a foundational element of a financial plan. Investments are important and draw most of our ongoing focus, but without insurance, savings and investments can be lost. As author … Continue reading
Exit plan a crucial aspect to small business ownership
Gary’s monthly column in The News Tribune was published in today’s (9/3/10) business section. http://www.thenewstribune.com/2010/09/03/1326289/exit-plan-a-crucial-aspect-to.html#ixzz0yU1OlMta By Gary Brooks Business owners by nature are courageous folks who are comfortable taking risks. But there is one thing that seems to commonly invoke … Continue reading
Posted in Financial planning, Retirement, Small business
Tagged business owner, exit strategy, financial plan, gary brooks, News Tribune, retirement
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U.S. Stocks, Municipal Bonds Generate the Best Real Returns
Thornburg Investment Management recently released an annual report analyzing real returns. It is always interesting reading. Thornburg reviews returns for several types of investments and then subtracts expenses, taxes and inflation to determine which investments allow investors to keep the … Continue reading
Posted in Investments
Tagged bonds, Brooks Hughes Jones, commodities, income, inflation, performance, real estate, real returns, retirement, stocks, Thornburg, wealth management
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Brooks, Hughes & Jones now the only Registered Investment Adviser in Tacoma with 3 CFPs
Money Architects co-author and Brooks, Hughes & Jones partner Allyn Hughes has added the CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter designations to his list of credentials. Each of these designations reflects an exceptional amount of time invested in education, … Continue reading
Tagged Allyn Hughes, Certified Financial Planner, CFP, chartered life underwriter, ChFC, CLU, financial planning, gary brooks, income planning, insight, investment advisor, investment management, investments, IRA, Nancy Jones, retirement, RIA, risk protection, Tacoma, wealth advisors
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Six Rules for Including Rental Real Estate in Your Investment Portfolio
For many people, investment real estate makes up a large percentage of their net worth. Rental property has been a more consistent part of the financial picture for our clients than we ever assumed would be the case. From a … Continue reading →