Recently, the IRS made a change to the rule book, and decided to allow QLACs to be a part of your IRAs. So what is a QLAC and what does…
Category: Blog
Do You Understand RMD's?
What Are RMD’s? Required minimum distributions are money the government makes you take out of your IRA after you turn age 70 ½. (more…)
Estate Planning-Who Do You Want to Have Control?
When Pablo Picasso died in 1973, he left behind a massive fortune, five houses, numerous pieces of artwork–and no will. After a six year struggle, his family finally agreed to…
Retirement On YOUR Terms
Retirement comes with adjustments. Adjustments to how you spend your time, how you prioritize, and how you view your money. Money in retirement is fixed to the amount you worked…
China, Fed, and Interest Rates--What Makes the Market Move?
What makes the market move? Fear and greed. We’ve seen an interesting two weeks on Wall Street, with markets tumbling early in the week, only to recover by midweek. But…
After a Week of Market Volatility, How Do We Proceed?
Wall Street had an interesting week. After a sharp decline on Monday, the markets rallied, only to be wiped out again by Tuesday afternoon. They then shifted to an upward…