What is a Required Minimum Distribution (RMD)? Certain types of retirement accounts and qualified plans stipulate a minimum amount that must be distributed from the account each year after the…
February 6, 2015A number of factors, including lower costs of trading and the increase in high-frequency trading, have helped create a “new normal” for the financial markets in which greater volatility is…
January 23, 2015Asset allocation is not formulaic, nor is it purely age-based. Investing should always be goals-based. The way you invest money for a particular goal depends on your needs and time…
January 15, 2015As you begin the retirement planning process: The first step in determining how best to reach your retirement goals involves simply envisioning the retirement you want. Start to bring to…
January 8, 2015The new year is a natural point to check in, review your financial goals, and re-evaluate your plan to make sure that it is still a good fit and that…
December 31, 2014The end of the year can serve as a natural check-in point at which to evaluate your financial plan. The new year suggests reflection and renewal as we look to…
December 17, 2014The holidays are a time to focus on friends and family, and celebrating this special season often includes gifts. Whether your gift style tends toward entertaining, getting creative with thoughtful…
December 12, 2014One of the most important parts of financial planning for your family is estate planning. One of the biggest potential mistakes people can make is to put off estate planning…
December 3, 2014