4 April, 2022
What Is a Target Date Fund?
Written by: Denny Baish | Senior Investment Analyst What Is a Target Date Fund? Target Date Funds (TDF), also known as life-cycle funds, are a type of mutual fund meant to grow assets for a set time frame. These funds combine stocks, bonds, and investments, creating a diverse portfolio that adapts to meet the client's needs over time. These funds allow you to take[...] Continue reading30 December, 2021
What Are Required Minimum Distributions (RMDs)?
You may have heard people refer to required minimum distributions (RMDs) and wondered what that means. RMDs are related to your retirement savings, and you should understand RMD rules to ensure you meet government requirements. The guidelines for RMDs can change from year to year, so make sure you look for the latest updates. What Are RMDs? Required minimum[...] Continue reading29 December, 2021
Five Major Changes Coming to Social Security in 2022
Written by: Bradley Newman, CFP® | Lead Financial Advisor Heading into retirement brings a slew of new challenges, including deciding when to start your social security benefits. That’s why we hosted a webinar to cover your questions about Social Security planning issues. There are some important changes coming to Social Security in 2022 that will impact not just[...] Continue reading15 October, 2021
How to Set up a Trust
Written by: Chuck Mattiucci | Financial Advisor Planning for the future financially means thinking ahead to how you'll live in retirement and how much money you'll need to support yourself. It also means considering what will become of your assets after your death. You might have heirs you'd like to leave a significant portion of your estate to. Estate planning[...] Continue reading28 July, 2021