Required Minimum Distributions
By Kyle PlotkinInvestment Advisor [email protected] As retirement-focused financial advisors, one of the key areas we help clients navigate is their annual Required Minimum Distributions, or RMDs. RMDs are part of […]
Retirement Planning
Organizing Your Toolbox
By Nicholas HamnerInvestment Advisor Representative & Director of [email protected] I got a new truck this past week. While I was thankful to be done dealing with salespeople and excited to
Market Downturns Are Scary—But They’re Great for This Tax Strategy
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] The extreme market swings we’ve experienced over the last month can be unsettling, and the talk of a potential recession
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Building An “In Case Of…” Case
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] When I was eight years old, Norfolk Southern railroad condensed their depot in my hometown. As part of this downsizing, they
How Much Money Do I Need To Retire?
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] It was 13 years ago (or 13 years, 2 months, and 3 days if we’re being precise) that my daughter came
The Low Interest Rate Dilemma
I recently took a spin in the wayback machine and found this column I wrote a year ago talking about low interest rates. Not too much has changed so I
Social Security Isn’t Keeping Up
Seniors love COLA. No, not soda… though I assume there are some soda fans out there… but Cost Of Living Adjustments to Social Security. COLAs are the SSA’s response to
A Record-Setting Week
It’s Wednesday morning and both the Nasdaq and S&P 500 hit new highs yesterday. As of now (11:52 a.m. in the east) both indexes are up again. When discussing the markets, which
How To Get A Human On The Phone
In the last 10 years, companies have made it really obvious that they don’t want to spend time on the phone anymore. From my experience, there are two ways they
Expect The Unexpected
When I talk to my clients, one of the things I hear most often is “We’ve never lived through anything like this before.” And that’s very true. 2020 has been