In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. -Benjamin Graham What Issues Should You Consider When Reviewing your RMD? The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the … [Read more...]
RMD Considerations, Tax Filing Season Has Started, & Game Show Battle Room
High Inflation Considerations, Retirement Investing Tips, & Urban Air
The people who are crazy enough to think they can change the world are the ones who do. -Steve Jobs What Issues Should You Consider When Dealing with High Inflation? High inflation has been on everyone’s mind and something we have all been dealing with. This checklist explores ways to … [Read more...]
High Inflation Considerations
High inflation has been on everyone’s mind and something we have all been dealing with. This checklist explores ways to address high inflation and to see if changes to your personal finances are needed: What Issues Should I Consider When Dealing With High Inflation If you need guidance on managing … [Read more...]
Five Keys to Investing for Retirement
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started. 1. … [Read more...]
RMD Updates & SECURE Act 2.0, Estimating Retirement Income, Garden of the Gods
All great changes are preceded by chaos. -Deepak Chopra What issues should you consider regarding changes made by the SECURE Act 2.0? SECURE Act 2.0 implements several changes that may impact you. This checklist highlights the important changes that may affect your finances, identify some … [Read more...]