Resources

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  • Feb 27 2019
    two retired men playing chess at the park
    75 Retirement Tips from Petr Burunov

    By walking alongside our clients through retirement planning, we glean many insights on their success. Here are the top 75 retirement tips!

  • Feb 26 2019
    How to Save Money: Energy Efficiency

    You can find ways to save on your utility bills by performing this easy energy-saving audit and fixing any trouble spot you find.

  • Feb 13 2019
    10 Things You Need to Know About the Required Beginning Date (RBDs) for IRAs

    If you have an IRA, you’ve probably heard the term “required beginning date” or “RBD” many times. Here are 10 things you need to know about this date...

  • Feb 8 2019
    8 Tips for Your First Trip Abroad

    As you plan your first trip abroad, you might not know where to start. Here are a few tips that beginners and even experts will benefit from!

  • Feb 4 2019
    2018 Was Truly an Unusual Year for Markets

    You can read about our outlook for 2019, but in the meantime, here are 3 facts that made the year 2018 truly unusual in recent market history.

  • Feb 1 2019
    hands on top of hands for charity
    10 Things to Know About Qualified Charitable Distributions (QCDs)

    Want to save on taxes by making qualified charitable distributions (QCDs)? Here are 10 things to keep in mind as you plan out these complicated donations.

  • Jan 31 2019
    Don’t Get Stuck in the Honeymoon Phase of Retirement

    You have worked your whole life to save for retirement. However, many people struggle with the transition into retirement. Here's why...

  • Jan 16 2019
    magazine of the stock market and investments update
    Investment Newsletter 1Q19

    We had started 2018 being cautiously optimistic for asset returns. Here's our thoughts on the markets and investments over the last year.