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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, May 9, 2018

Over 50 million Facebook users had their data wrongfully obtained and used by Cambridge Analytica, a strategic communications and data mining firm that worked for President Trump’s 2016 campaign, according to reports. As part of...

 

Wednesday, May 9, 2018

The credit bureaus are pushing consumers to lock their credit instead of freeze it, but there are reasons to be wary. Consumers worried about identity theft after the Equifax data breach are being encouraged by all three credit bureaus...

 

Wednesday, March 7, 2018

As a financial advisor, I am sometimes one of the first to know when a client starts to experience mild cognitive impairment. A missed appointment, a forgotten conversation, acting out of character — all of these are red flags to...

 

Tuesday, February 7, 2017

Not much. For the media it means headlines and talking points. For traders and speculators, it may be an excuse to make some trade based on expected short-term outcomes. For investors, it means nothing except for its potential to...

 

Thursday, December 8, 2016

What is an RMD (required minimum distribution)?An RMD is the minimum amount that must be withdrawn from a retirement account each year. When are your subject to RMD’s? Traditional IRA owners are subject to RMDs beginning in the...

 

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Thursday, December 8, 2016

Who is A Spousal Beneficiary? A spousal beneficiary must be married to the account owner at the time of the account owner’s death and he or she must be named on the beneficiary form (or inherit directly through the document...

 

Thursday, December 8, 2016

What is the 10% penalty? A 10% early distribution penalty applies to taxable distributions made before age 59 ½. Distributions made after age 59 ½ are not subject to the 10% early distribution penalty. Exceptions: Age 55...

 

Thursday, December 8, 2016

What does the basic process entail? An income tax refund can be directly deposited to an IRA up to the annual contribution limit. The contribution limit is $5,500 ($6,500 for individuals age 50 or older) for 2017. It can also be split...

 

Thursday, December 8, 2016

What are the ordering rules? Roth IRA distributions can consist of contributions, converted funds and earnings – or any combination of the three. To determine of what your distribution consists, you must use “ordering rules...