North Shore Asset Management & Tax AdvisoryWhite Paper – Non-Stock Market Income Generating Alternatives
There are three basic categories of investments: conservative, moderate and aggressive. Aggressive instruments are those primarily invested in for growth. As the chart shows, they include...
White Paper – Are Your Allocations Right for Social Security?
Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your age,...
White Paper – Understanding Social Security Benefits
Before you can retire, you should know what all of your sources of income are going to be, and how much you can expect to receive...
White Paper – Are Your Allocations Right for RMDs?
Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as simple...
White Paper – Understanding Required Minimum Distributions
The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they...
White Paper – Market Math Made Simple
Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens you...
White Paper – The Hard Lessons of Stock Market History
If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends to repeat itself more often than...
White Paper – The Importance of Strong Financial Defense
The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet every great coach in every sport has shared that same philosophy....
So You’re Retired – Now What?
Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to make...
How Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended...