Retirement Planning

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  • 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 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...

  • Dec 18 2018
    5 Things to Consider When Looking for a Financial Advisor

    Choosing a financial advisor is often difficult. Here are five important items that you should know about your advisor before you hire them!

  • Dec 12 2018
    roth ira
    Retirement Planning: Roth IRAs vs. Traditional IRAs

    When you start thinking about retirement, it’s important to carefully consider the type of IRA you choose to open. Read why we recomend Roth IRAs.

  • Nov 27 2018
    Not All Income Is Equal Because of Taxes: 3 Types of Income

    Income from investments can come in many forms. Read about the various categories and typical sources of income from a tax perspective.

  • Nov 16 2018
    person using a calculator to determine tax and charitable giving allocation
    Gifting Remains a Viable Strategy to Limit Taxes

    Charitable giving is a great way to save on taxes--even under the new Trump administration tax laws. Here are 3 great examples.

  • Nov 7 2018
    keys on a wooden table with a house keychain
    Should You Pay off Your Mortgage? A Difficult Decision.

    It's usually best to pay off your mortgage before retirement. That said, we don't live in a perfect world. Read our thoughts on the best course of action!

  • Nov 1 2018
    older couple enjoying retirement and a glass of white wine
    Retirement Planning Strategies: 7 Year-End Mistakes to Avoid

    Some of the biggest oversight’s advisors make involve IRAs and retirement planning. Protect your clients and add these seven strategies to your checklist.