Retirement Planning

How to Improve Your Finances – Even After Retirement

People spend years getting their financial house in order so they can be taken care of and maintain their standard of living in retirement years. This is accomplished by ramping up savings during years of employment, reducing exposure to debt, ensuri […]

How to Improve Your Finances – Even After Retirement 2018-07-02T11:24:10+00:00

Fiduciary Rule

On June 9th, the Department of Labor (DOL) Fiduciary Rule will require financial advisors to act in the best interests of clients.  The aim of the rule –advice must be based on the interests of the customer, rather than th […]

Fiduciary Rule 2018-06-04T12:52:36+00:00

Benefits of Donating Your Required Minimum Distribution to Charity

If you are 70½ or older, you can donate your IRA Required Minimum Distribution (RMD) to your favorite charity as a qualified charitable distribution (QCD). The donation counts as your required minimum distribution but does not increase your adjusted […]

Benefits of Donating Your Required Minimum Distribution to Charity 2017-05-17T09:55:07+00:00

From Our Bookshelf

The One-Page Financial Plan by Carl Richards

Carl Richards is author of the weekly Sketch Guy column in the New York Times, where he tackles financial topics with a straight forward and easy to understand delivery…using nothing more than a […]

From Our Bookshelf 2018-06-06T15:18:57+00:00