There are countless rules and regulations to keep track of in the world of investing. One of those items are the various account types and the associated rules and technicalities for each. By the time you reach a certain age and/or level of savings, you are very likely to have several unique accounts which might […]

I worked with two clients this week that had a set amount of cash to deploy to longer-term savings & investment accounts. Their question – what accounts should I allocate this to – and how much in each? It can be definitely be challenging to figure out your savings strategy and like most things in […]

There is no shortage of acronyms when it comes to finances. One you may be hearing in the news lately is RMD, or Required Minimum Distribution. A client recently asked me to explain this concept in more detail. So, let’s take a look at what an RMD is, how it may apply to you (now […]