by Ralph Bender, MBA, CFP® | Uncategorized
The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance.
by Ralph Bender, MBA, CFP® | Uncategorized
With several past and present events involving the White House, data breaches, or classified documents being leaked, the importance of safeguarding confidential information often comes into sharp focus. Of course the unauthorized release of classified information can...
by Ralph Bender, MBA, CFP® | Book Review, Fitness, Food and Nutrition, Gold Medal, Health, Lifestyle, Long Term Care, Non-Fiction
The Age-Proof Brain: New Strategies to Improve Memory, Protect Immunity, and Fight Off Dementia by: Marc Milstein, PhD Reviewed by: Ralph Bender, MBA, CFP® Medal Rating: Gold Medal In “The Age-Proof Brain,” Marc Milstein provides an...
by Ralph Bender, MBA, CFP® | Client Stories, Diversification, Financial Plan, Motivation, Videos
The white carriage pulled by a white horse took us down the gentle grade around the back of the lake in full view of the guests seated at the entrance to the peninsula, on which resided in the gazebo. I have no memory of what we discussed along the way, but it would...
by Ralph Bender, MBA, CFP® | Market Update
The Three Bears of the market, don’t miss my latest article. ht.ly/Ucyqy
