From time to time I find myself musing about topics and issues that I wish I could share with all of you.
These musings range from issues like wanting to remind everyone to check and update their beneficiary information to announcing new statistics on estate and gift tax rates or the pros and cons of certain financial strategies.
Check back often to read these entries! Let me know if there is a specific topic about which you would like more information or which you'd like me to address.
Wishing you all abundance.....
New Rules for Required Minimum Distributions (RMDs)
Friends and Clients-At the end of 2022, Congress passed the SECURE Act 2.0. One of the features of this bill changes the age at which individuals must begin taking their RMDs from age 72 to age 73. This change took effect on January 1,...Read More
Attention: New Investors
Research shows that not only millennials crave financial advice, but many prefer a live person to a digital alternative. Here are some tips for how to choose a financial advisor. https://www.forbes...Read More