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Many seniors are hearing the phrase “Qualified Charitable Distribution” or “QCD” ..
The S&P 500 Index corrected nearly 20% from the September peak until December 24 before staging a furious ..
In 2019, many baby boomers are nearing retirement, if they aren’t there already. Unfortunately ..
Back in December of 2016, I had the pleasure of interviewing Jerome Dodson, the founder and chairman ..
Riddle me this: How much does the average American have saved for retirement? That’s a tricky question. ..
No matter how much you earn, you surely want to keep your tax burden as low as possible, and one good ..
Over the past three months, investment-grade (IG) corporate debt has posted its strongest rally in more ..
Clients are family. This is a truism in my profession as a CERTIFIED FINANCIAL PLANNER™. When a client ..
Social Security has been under financial threat for years, and there’s a lot of debate about the best ..
If you’re reading this article, you may be on the fence about whether hiring a financial advisor ..
