January 13, 2021Financial Planning, Investment Advisory Services New Regulation Issued to Prevent Exploitation of Senior Investors Recently, the Financial Industry Regulatory Authority (FINRA) issued a new regulation to protect senior investors from unscrupulous financial advisors and brokers....
April 1, 2020Coronavirus, Elder Law, Financial Planning Required Minimum Distribution Rules Waived for 2020 The CARES Act ( the “Act”) waives the required minimum distribution rules for certain defined contribution plans and IRAs for...
September 6, 2019Financial Planning, Retirement Planning After Death, A Final Retirement Account Distribution Must Be Made Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin...
December 10, 2018Financial Planning The 5 Phases of Effective Retirement Planning Without question, the core strategy to succeed in having enough for retirement is living well within your means. Keep in...
December 5, 2018Elder Law, Estate Planning, Financial Planning, Medicaid AVAILABLE TOOLS TO HELP FOR A BETTER FUTURE “Will you still need me, will you still feed me, when I’m sixty four?” When Paul McCartney penned those lines...
December 30, 2015Financial Affairs, Financial Planning 6 Tips to Help People Pay Off Credit Card Debt The average credit card balance for an American household as of August of this year was $7,529, which is an...