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What is an RMD

What is an RMD?

Here are the answers to some of the most commonly asked questions about required minimum distributions (commonly referred to as RMDs or MRDs).

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The Value of Financial Advice

I am often asked whether it is worth the cost to hire a financial advisor. After all, they charge you money to make you money. People say they can listen to the news and know where and how to invest, so, “Wouldn’t I be better off just keeping that fee for myself?” That is an excellent question with an answer that depends on many factors.

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How Should Retirement Spending Adjust to Investment Portfolio Performance?

A natural starting point for discussions about retirement spending is the 4% rule. William Bengen look at all the different 30 year periods in US history and found that withdrawing 4% of retirement date assets, and then subsequently adjusting the spending amount for inflation over the next 30 years, would have worked historically as a sustainable strategy.

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The Election and the Stock Market:

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