- Feb 13 201910 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 201910 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 2019Don’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 20185 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 2018Retirement 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 2018Not 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 2018Gifting 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 2018Should 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 2018Retirement 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.