Each year we help our clients distribute their Required Minimum Distributions, or RMDs, from their retirement accounts. Also, each year, we get the question, “How is my RMD calculated?” It’s a straightforward calculation, so let’s dive in: First, you need to find the...
We recently started working with another family that has a child with some special needs. They had already done a solid job of planning for this child and were building on the good work they had done with their previous financial professional. We were reviewing the...
A question that comes up when meeting a new family is “How do you charge?” This is a great question, because we certainly do not work for free, nor do our clients expect us to. There are several ways that a firm like ours can charge. Each method has its’ advantages...
Good habits can make our everyday experiences more positive and our progress towards long-term goals more tangible. But the most effective habits don’t just add to our to-do lists. They create a cascading effect that helps us accomplish things more effectively...
Market volatility can make anyone nervous, especially in our always-on, 24/7 news cycle. When some of our more experienced team members were first starting out in finance, average investors typically checked in on their accounts once or twice a quarter when their...
