How the SECURE Act 2.0 Changed RMDs In the final days of 2022, Congress passed the SECURE Act 2.0, a new set of rules designed to help investors who wanted

Understanding Qualified Charitable Distributions As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to

Being a Financial Planner, I love a good strategy. The more clearly defined steps and outcomes, the better. A plan organizes and simplifies. And that’s a big help in life,

Should you Borrow from your 401(k)? The average household with revolving credit card debt had a balance of $21,083 as of March 2024. With the average credit card annual percentage

A Decision Not Made Is Still a Decision Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy,

A Brief History of Estate Taxes Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a

TIPS for Inflation In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to take over

Understanding Money Market Funds A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash equivalents

Building a Solid Financial Foundation When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when