Financial Planning
Controlling Your IRA Beneficiaries
It has been fifteen years since Rob and Gina were first subject to the Required Minimum Distribution (RMD). They both turned 85 this year, and as with so many events in their lives.
How to avoid a 50% penalty tax on your Required Minimum Distribution – Part 1
Rob married his high school sweetheart Gina just after he safely returned from the Vietnam War. Together they raised a family and built a successful furniture business.
Lessons from the Game of Risk
To accomplish any goal in life, especially financial goals, there needs to be some concentrated effort to get started, moving in the right direction.
A New Baby in the Family
Today you brought your first baby into the world! We are so excited, and mom is in her element. We can’t wait to spoil her. She’ll be joining our annual father/daughter date at the Angels’ home opener.
Tale of Two Retirements
About 15 years ago, both Ross and Bobby retired. Bobby had about twice as much money in his retirement plan; neither had a monthly pension, except for Social Security.
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