Bruce Corwin, Private Wealth Advisor

05/22/2023

An important consideration for retirement planning.

10/27/2021

When people call my office, a real person answers the phone. The way it should be.

06/15/2019

There are several factors to consider when you start to think about combining finances with your partner. Here is how to make the transition smooth. https://go.rjf.com/2WBGRuw .

06/14/2019

Estate planning looks different for blended families. Here’s how to help ensure your loved ones are taken care of after you’re gone.

It is estimated that more than half of U.S. families are remarried or re-coupled. If you are in this category and raising a blended family, you need to know how to protect your family and your assets.

06/13/2019

An inherited 401(k) can be a lasting legacy, but the windfall needs to be handled carefully to maximize the inheritance and minimize taxes.

Beneficiaries who inherit a 401(k) retirement savings account need to tread carefully to avoid unintended taxes and penalties.

06/12/2019

Impressionist classic ‘Meules’ fetches nearly $111 million at Sotheby’s auction.

A painting by legendary 19th-century French impressionist Claude Monet fetched a record $110.7 million in a frenzied eight-minute bidding war at Sotheby’s...

06/11/2019

We found seven places across the U.S., plus one in Canada, that are using creative incentives -- from down payments on homes to student-loan reimbursements and more -- to attract and keep residents and workers.

We found seven places across the U.S., plus one in Canada, using creative incentives -- from down payments on a home to student-loan reimbursements -- to attract residents.

06/11/2019

They say a million bucks ain’t what it used to be, but it’s still a huge chunk of change for the vast majority of Americans, especially when it’s liquid.

America's millionaires aren't clustered only around major metropolitan areas. They can also be found in these 25 small towns and cities.

06/10/2019

Seeing a loved one through a long illness or disability is an expensive proposition, and that’s not just in a financial sense. To be ready for this important role, you need to realize there are many other potential "costs."

Seeing a loved one through a long illness or disability is an expensive proposition, and that's not just in a financial sense. To be ready for this important role, you need to realize there are many other potential costs.

06/09/2019

Answers to some of the most commonly asked questions financial advisers get on spousal benefits, including when to take them and how benefits for ex-spouses work.

06/08/2019

In some ways, life in retirement is tougher than years you spent in the workplace, or at least more complex. You have many decisions to make about where your money will come from and how to preserve it.

06/07/2019

As a recent college graduate, you have new financial challenges and goals to consider.