Monthly Archives: February 2018

We are asked more often these days about required minimum withdrawals – how they work, why they must happen, and particularly, can taxes on RMDs be avoided. The concept of the IRA contains an implicit agreement between you, as the … Continue reading →

As the market sank this last week, we had a few comments from clients about this ‘rocky ride’. (One note of appreciation – these clients were calling with more concern for us than their portfolios! Thanks for that!) Now is … Continue reading →

We had some feedback to our earlier blog on security, specifically around passwords. Our commenter indicated that her passwords were turning out to be too weak and she suggested that we augment our earlier post with some sites that can … Continue reading →