July 2025

Not Just For Men 

It’s crucial for women to plan and take control of their finances just as much as it is for men. When an “if only” happens, if you haven’t prepared, you could be left with fewer choices. No matter if you’re single, married, divorced, or widowed, there are many reasons why women need to be involved […]

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RMD Timing

There have been some recent discussions about what the best way is to take out your RMD, and whether it is better to take it out in one lump sum or periodically throughout the year. One reason there has been a more vocal debate about this topic relates to the market’s volatility in the past

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Preparedness Plan

Nearing retirement can be a stressful time as we shift from working to provide an income, to needing our money to work at providing that dependable income. Many people underestimate the financial stress of this major shift and seek ways to lessen it. We may have some suggestions to do that. In addition to products

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