Financial Planning isn't a "one size fits all" approach. Each individual, or couple, has their own unique situation and goals for the future. To meet long term financial objectives, here is a great article highlighting 5 rules to avoid mistakes in your plan. Read more here: https://www.thebalancemoney.com/financial-rules-of-thumb-1289721
Source: https://www.thebalancemoney.com/financial-rules-of-thumb-1289721
Understanding mandatory retirement account withdrawals.If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one
...Read MoreDo you have a record of your personal belongings in your home? Recently, when updating our homeowners policy, I realized that I do not have official documentation of all the contents of my home.
...Read MoreMost people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may
...Read More