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
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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…
Market Update 10/07/2019
The Markets From trade wars to impeachment inquiries, investors had a lot to ponder during the third quarter. Toward the end of September, they appeared to become more cautious, although it’s difficult to say which issues weighed most heavily.…
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.
Market Update 09/30/2019
The Markets They say bull markets climb a wall of worry. Investopedia’s Will Kenton explained the idea like this: “…a bull market isn’t a peaceful place. When times are good, investors are constantly tense, wondering how long…
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
Market Update 09/23/2019
The Markets There’s a new theory in town. Renowned economist Robert Shiller’s new book suggests investors may be able to predict and prepare for economic events by tracking popular stories. Applying the theory might have been a…