We discuss the RMD rules & the best strategies for handling your Required Minimum Distribution for a Traditional IRA account.
Continue readingRMD Rules & Strategies: Five Minute Fundamentals Video
Helping Teens Achieve Financial Literacy
Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first time, there can be a steep learning curve when it comes to financial literacy, but laying the foundation for this education early can help establish healthy financial habits that carry long into adulthood.
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Five Minute Fundementals: Dollar Cost Averaging
The market fluctuates, sometimes unpredictably, and often discipline and a steady hand are more effective than attempting a clever trading strategy. Dollar-cost averaging is a simple investing method that can help ensure that you invest regularly and buy more stock when prices are cheap and less when they’re expensive.
Continue readingLife Insurance Isn’t One Size Fits All
The basic premise behind life insurance is simple: You pay premiums to an insurance company, which then pays your beneficiaries a certain amount after you die. But not all life insurance policies are alike.
Continue readingWatch Now: What Lessons Can We Learn From Chess
Chess and your financial future.
Continue readingTax Tips for Charitable Donations
Make sure you’re making your 2020 deductions & planning for your 2021 charitable giving. Here’s a quick look at what you need to know.
Continue readingFour Smart Money Moves for 2021
With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for retirement to getting a jump on this year’s taxes, here are some of the smart money moves to consider to help brighten your financial life in the new year.
Continue readingWatch Now: Is Your Cash Working for You?
Let’s put your cash to work for you.
Continue readingHow to Create a Successful Business Succession Plan
An exit strategy helps business owners ensure the long-term success of their company.
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