The Advisor Blog

Candlestick Stock Graphic
Coronavirus Concerns? Consider Past Health Crises

During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on the first Monday in March (1).

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estate-planning
Estate Planning: Consider the Tax Basis of Gifted OR Inherited Property

Tax basis can be important when deciding whether to make gifts now or transfer property at your death.

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Blue Pig with stethoscope
Balancing 401(k) & HSA Contributions

If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them.

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pwacreditblog
Understanding Your Credit Report

Your credit report contains information about your past and present credit transactions. It’s used primarily by potential lenders to evaluate your creditworthiness.

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pwaretireesblog
3 Regrets of Retirees

A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.(1)

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