Most retirees know they have to take their RMDs. Fewer realize the timing is largely up to them, and that choosing wisely can have real tax consequences. Madison Bennett walks through the key timing decisions around required minimum distributions: what drives the choice, how to use your RMD for tax withholding, and when a qualified charitable distribution might make more sense than a standard withdrawal.
Is your accountant handling the Net Investment Income Tax correctly? After 40 years, Drew Tignanelli says many aren't. Here's what to look for.
If you retired from federal service with a pension that covers your bills, you might assume the financial heavy lifting is behind you. For two engineers who spent their careers in public service, that assumption was mostly true… but mostly…
Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.
Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.
Drew Tignanelli, CPA, CFP® By far the biggest financial mistake anyone can make in today's world of personal finance is the My Guy syndrome. People are paying stockbrokers as much as 1% or more to do nothing more than make…
By Madison Bennett, CFP®, CFT-I™ Figuring out your finances after losing a spouse can be exhausting and confusing. And when you’re grieving such a significant loss in life, handling the numbers and your heart at once can seem next to…
By Mike McCarthy, CPA/PFS, CFP® In this business, you sit across from clients in some of life’s most difficult moments: job losses, market crashes, divorces, and deaths. But if someone asks me to name the hardest conversation I’ve ever had,…
Worried you might be making mistakes that could derail your retirement? Discover the 5 retirement planning mistakes we often see and how to fix them early.
The ongoing developments in the Middle East have many wondering how such events might affect their investments. In our latest video, Chris O'Shea, our Chief Investment Officer, and Wealth Advisor Alec Sunners discuss what is happening in the markets and what it means for your financial strategy.