What’s on our mind?
You can read about it in our blog. Whether it’s ideas from our friends in the industry or emerging trends, you can read about it here. And once in a while, we may throw in some other surprise. So keep checking in. We’re glad to have you reading along.
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...Read More
American Rescue Plan Act Provides Relief to Individuals and Businesses On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes...Read More
If you are near or in retirement, we have an email newsletter for you - Retirement in Sight. Each month, we include new insight into concerns of current or future retirees. Also included is a little brain-teaser riddle. If you would...Read More
We are often asked whether using ESG screening techniques (AKA socially responsible investing) means accepting a lower rate of return on our investments. This perception is a myth often accepted by other financial advisors that have...Read More
Do you have to receive required minimum distributions (aka RMDs) from your IRA account each year? If so and if you are charitably inclined, there is a very useful strategy for sending those distributions directly to a favored charity...Read More