BOOMERS ARE REWRITING THE RULES OF RETIREMENT

An article in Reuters Money by Mark Miller earlier this month provided some interesting insight about how boomers, who have “broken the mold at every stage of their lives,” are doing it again for their retirement. Here are the trends that Miller uncovered, showing us...

THE TAX DEAL AND YOUR PORTFOLIO, CONCLUSION

The concluding blog excerpted from Christine Benz’s excellent Jan. 3 Improving Your Finances article on Morningstar.com focuses on . . . : Alternative Minimum Tax “What’s Happening: Congress put in place an inflation-adjusted exemption amount for the alternative...