Jul 27, 2018
Over the years, we’ve received more questions about Required Minimum Distributions (RMD) than just about anything else - and because there’s so much information out there, I’m tackling this topic in a three-part series.
In today’s episode (Part 1), I dive into the basics of the required minimum distributions,...
Jul 13, 2018
As the owner of a financial planning firm that has helped hundreds of families plan their retirement, it’s clear that many people overlook how Social Security can fit into their financial and income planning puzzle - and there’s a lot of misinformation out there.
A lot of so-called "financial advisors" or CPAs...