In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. -Benjamin Graham What Issues Should You Consider When Reviewing your RMD? The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the … [Read more...]
RMD Considerations, Tax Filing Season Has Started, & Game Show Battle Room
High Inflation Considerations, Retirement Investing Tips, & Urban Air
The people who are crazy enough to think they can change the world are the ones who do. -Steve Jobs What Issues Should You Consider When Dealing with High Inflation? High inflation has been on everyone’s mind and something we have all been dealing with. This checklist explores ways to … [Read more...]
New Year Considerations, Financial Records to Maintain, NYE in Vegas
The beginning is always today. -Mary Shelley What Issues to Consider at the Start of the Year The start of the year is a great time for a financial check-up. As you reflect back on the prior year, you may be motivated to consider making changes for the future. If you are looking to make … [Read more...]
Retirement Investors Get Boost, 2023 Goal Planning, & Powercat in the BVI
For last year's words belong to last year's language. And next year's words await another voice. -T.S. Eliot Retirement Investors Get Another Boost from Washington Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by … [Read more...]
Merging Finances, Year-End Planning, Santa Visit
The best and most beautiful things in the world cannot be seen or even touched. They must be felt with the heart. -Helen Keller Merging Your Money When You Marry Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is … [Read more...]