You spent 30 years living below your means. Your adult child needs help buying a home, and you have the money sitting right there in your retirement account. Many parents in that moment aren’t asking whether they can afford it… they’re asking whether saying no makes them a bad parent. Here’s how to think through that answer without putting your retirement at risk.
In this month's Financial Pulse, Drew and Mike discuss: What the market's summer holding pattern says about the rest of the year Where AI fits alongside the telephone and the internet Rising rates, bond prices, and the second risk most…
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.