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4 Year-End Money Moves

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Date17 Dec 2015
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I can’t believe 2015 is almost over! It sure went by fast. As a result, some year-end money moves may have creeped up on you and your investments. So before you mentally check out for the holidays, here’s a few things to do. Rebalance your portfolio. This is really critical that you do rebalance once per year. Year end is a perfect time to do...
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4 Smart Uses for RMDs

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Date03 Dec 2015
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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 of your account. Every year many of my retired clients try to figure out what to do with their Required Minimum Distributions. Here are a few...
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Thankfully Retailers Staying Closed on Thanksgiving

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Date19 Nov 2015
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Every year I look forward to my favorite holiday…Thanksgiving. Two years ago in my turkey day article titled, Retailers Are Ruining Thanksgiving, I wrote about retailers opening for the holiday. Unfortunately, more and more retailers have followed. Macy’s and Target recently announced they will be open on Thanksgiving Day. Now some courageous retailers have decided to stay closed for Thanksgiving Day. Retailers like Costco, Nordstrom,...
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Happy Veteran’s Day

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Date05 Nov 2015
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I may have shared that I’m a Veteran of the U.S. Navy. In fact, I’m a disable veteran. One thing I’m most proud of in my life is my service to this country. Recently I had an appointment at the VA. I’ve been fortunate that there are actually two VA locations here in town. My care has been really good. I’ve always been treated with...
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I Know What You Did (with your money) Last Summer

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Date22 Oct 2015
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I saw a rerun of the classic slasher I Know What You Did Last Summer. The low-budget slasher film starring Jennifer Love-Hewitt, Sarah Michelle Gellar, Freddie Prinze Jr., and Ryan Phillippe was about four friends who are being stalked by a killer, one year after covering up a car accident in which they were involved. They thought they had killed him and then hid the...
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About David Dedman

DavidSocialMediaDavid Dedman is President and Founder of Lexington Wealth Management. David has been assisting investors and business owners invest smarter, grow wealth and plan for the future for over 23 years. David has appeared in such publications as WealthManagement.com and the Huffington Post. Learn more.

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