As you near your retirement, you may be aware that you’ll need to start taking RMDs, or Required Minimum Distributions, shortly after your 70th birthday. But you might not know which is the best of...
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09/25/18
06/25/18
The Surprising Tax Deduction Every Landlord Needs to Know About
If you want to energize a room full of people, pose the following question: “What do y’all think? Is real estate a good investment?” Even among financially savvy people, this question can bring...
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04/12/18
Video: Learn How to Tune Out the Stock Market Noise
Here’s a great video by Dimensional Fund Advisors which drives home the emotional ups and downs of the stock market. Enjoy with the sound...
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03/02/18
Bonds or Bond Funds: What makes sense for Retirees?
Many retirees are nervous about expanding their portfolios with bonds due to the uncertainty of the rising rate interest rates. Nevertheless, individual bonds or bond funds are a necessary component...
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12/10/15
7 Year End Financial Planning Moves
Now that the year is almost over, it’s a good time to wrap up any loose money ends and prepare for the coming year. With the right positioning, you can reduce your tax liability for this year,...
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11/30/15
Not Just Another Financial Planner Website
When we first launched our business back in 2012 we put up a simple website so folks could find us online. Later we made a few enhancements, but always felt it was incomplete — there was...
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