When it comes time to retire, many people are faced with deciding whether to take their pension in a lump sum or as monthly payments. There are pros and cons to both options, and the…
Read More
Is My Money Safe in the Bank?
When it comes to the security of the cash we have in our bank or local credit union, we often don’t give it a second thought – and for good reason. Numerous checks and balances…
Read More
Using Qualified Charitable Distribution (QCDs) to Maximize Charitable Donations
The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
Read More
3 Financial Mistakes Real Estate Agents Make
As a real estate agent and, by extension, a small business owner, managing finances is a critical aspect of running a successful business. Unfortunately, financial mismanagement leads to common financial mistakes many agents make. These…
Read More
Questions to Ask Your Financial Advisor
If you’ve saved diligently into your company 401k plan over the course of your career and are wondering if it’s time to make the jump to retirement, this is a good time to consider working…
Read More