Our featured article of the month, The Financial Planning Process, outlines the six steps to creating a financial plan using the services of a CFP® professional. The CFP® Board Standards detail the expectations of a relationship between a client and their CFP® professional, providing a framework for the engagement. The standards are in place to...
Our featured article of the month, The SECURE Act, explains a few of the provisions to the current rules regarding Required Minimum Distributions (RMDs) and Inherited IRAs otherwise known as Stretch IRAs. Additionally, continued contributions have been revised as well as changes to multiple employer plans. The most notable changes affecting my clients include the...
Our featured article of the month, Your Extended Care Strategy, reminds our readers that a retirement plan coupled with a long term care strategy is a prudent way to plan for the future. November is Long Term Care Awareness month and this newsletter touches on this topic at least once a year, for good reason....
