4 Smart Uses for RMDs
Retired? Taking Required Minimum Distributions now or soon to be? Then this is for you. What are Required Minimum Distributions or RMDs? At 70 1/2 you must take distributions from your IRA according to your life expectancy and the value... Read More →
Sudden Wealth From A Legal Settlement?
First, let’s define a Life Event. A life event is a significant event that is either expected or a complete surprise that will change your life. It can also come with significant financial changes as well. A legal settlement is... Read More →
7 Ways To Leverage Your Tax Refund Into Something More
As I write this, today is the day for me to go file my annual taxes. For me it’s an event that always has a certain degree of anxiety and frustration. Getting all the docs together, then having to hear... Read More →
4 Strategies For A Hot Stock Market
Investors are definitely in a good mood lately. Who wouldn’t be? The stock market continues to climb with low volatility. So investors and clients I’ve spoken to recently are not worried at all. I sometimes get nervous if clients aren’t nervous. It... Read More →