by Jon Sevenker | Mar 15, 2019 | P&A Articles, Retirement
Last month, we received an email from a client who had just returned to the U.S. after an overseas trip. She wanted to thank us for encouraging her to go and admitted, if we hadn’t nudged her, she would have missed out on the trip of a lifetime. Needing a nudge isn’t...
by Blake Anderson | Aug 15, 2018 | P&A Articles, Retirement
You are probably well aware there are many acronyms in the financial industry and the world as a whole. While most of these aren’t worth remembering, after reading Trey’s article “SIPC or ROTFL, which is your favorite acronym?” you’ll know about SIPC. In this...
by Jon Sevenker | Sep 14, 2017 | Charitable Giving, P&A Articles, Retirement
Nearly two years ago, Congress did something they generally don’t…they made a decision that actually benefits savers! Did you know that if you’re over the age of 70.5 and are the owner of a traditional IRA you can use your required minimum distribution (RMD) to...
