Our Blog

Date Category Title Description
7/18/2014 Estate Planning 5 Common Pitfalls When Inheriting Money and How to Avoid Them Tim’s mother passed away, and he is about to inherit a substantial amount of money. Tim is married for the second time and has two children from his previous marriage and two younger brothers. As the executor of his mom’s estate, there are a lot of issues for him to consider. Read more or download the article as a PDF.
7/1/2013 Retirement Planning 6 Things You Must Know About Required Minimum Distributions (RMD’s) When it comes to retirement accounts, many investors often fail to think about required minimum distributions (RMDs). RMDs are the amounts you must withdraw from your IRA or retirement account once you reach age 70½. Read more or download the article as a PDF.