Would it surprise you if I told you it is more dangerous to descend a mountain than climb one? Well, the same applies to retirement as properly taking assets out of your retirement accounts is much harder than accumulating them.
Required Minimum Distributions are something every retiree has to be aware of. The rules can be complex, but not so complex you cannot figure them out on your own. Let's review the basics of RMDs.
There is a fish called the remora that frequently reminds me of too many financial advisors. They are along for the ride instead of truly providing the help their hosts want and need. Let's dive into the specifics to determine if you need a cormorant to rid your portfolio of remora drag.
Being socially responsible with your investments is becoming more important for many people. Let me explain why I have started offering this choice for clients.
As I celebrate my second anniversary, I thought I would share some highlights and a few low lights as well.
Videos have been valuable in my approach to help educate people on taking control of their financial planning. Here are a few links to some of my most popular videos.