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Rules for RMDs
Required Minimum Distributions, or RMDs, are required by the IRS but there are important things to know when deciding when and how to take them. Watch as Jim explains this critical but often confusing financial requirement. -
Is Your Portfolio Truly Diversified?
Are you making sure one of your investments zigs while the other zags? Portfolio diversification is an often misunderstood term in the financial planning industry. Watch as Jim explains what it means to have a truly diverse portfolio to ensure you’re living the best years of your life your way. -
The Critical Importance of Understanding Time Horizon
Time horizon is a fundamental tenant of wealth management and wealth creation. The decisions you make on how to save and invest should be driven by a single question: When are you going to need the money? Click below to hear Jim’s thoughts on this important part of planning for your retirement. -
Beneficiary Designations - The Most Overlooked Area in Estate Planning
Beneficiary designations create both opportunities and some challenges. Beneficiary designations for retirement accounts sometimes get overlooked when you are estate planning. Click below to hear Jim’s thoughts on this critical element of your retirement account. -
Do You Need an Estate Plan
Essential documents everyone needs -
Social Security Benefits
When should you file and what about spousal benefits.
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