Do you have an IRA account? It's important to be sure that your clients have all of the essential information regarding RMDs to ensure that they don't make expensive mistakes. Does your client have an IRA account? Is your…
RMD’s
Category: Boomer
Boomer
More On DAFs
The fastest-growing tool in the philanthropic arena is the donor-advised fund (DAFs). DAFs are the Internal Revenue Code Section 501(c)(3) philanthropic accounts established at a public charity. They allow donations of cash, property, appreciated assets and more—and donors receive…
Yield Curve Inversions Explained
“Yield curve inversion” has been in the news lately. You may be wondering exactly what this is, what it portends, and why it’s getting so much press. What is a yield curve inversion? If someone borrows money from you, the…
Are We Ready For The Baby Boom Retirement?
Have these challenges been met? Let’s take a look at each issue.
Trusts
A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly how and when the assets pass…
9 Facts About Retirement
Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so.
Your’re A Fool For Pre-Paying!!!
You'e A Fool To PrePay Your Mortgage was recently updated by author, Larry Ludwig, and appeared in the September 3, 2018 issue of investorjunkie.com
Thanks Coach
With another football season kicking off, the usual excitement for your favorite team, Friday Night Lights, and tailgating is spreading with each victory. As I am always this time of year, I am reminded of how fortunate I was to…
Labor Day Is An Important Day
Just over 100 years ago, Americans typically worked physically demanding jobs. Adults toiled 12 hours a day, seven days a week for low wages. Americans did not take lunch breaks. They did not get sick days or vacations. They were…
Unused Vacation Days Can Be Costly
As the summer of 2019 is wrapping up, The Gardner Group wants you to start working on 2020's vacations! Here are some Do's and Don'ts when it comes to finding ways to get away.......especially from the office! Would you give…