Date: April, 2023

Video

New RMD Rule

Nicole Standen

The age at which you must start taking required minimum distributions or RMD’s from your tax defferred retirement accounts has been raised. In this video I’ll be discussing how you can navigate the new RMD rule and make the most of your retirement plan.   This website commentary reflects the…

Categories: Education
Video

Why Retirement Planning in Important

Are you making mistakes in your retirement planning without even realizing it? In this video I’ll cover the top 4 retirement planning mistakes to avoid so you can enjoy your golden years without scrimping in the meantime and why retirement planning in important.   This website commentary reflects the personal…

Categories: News

First Quarter 2023 Review and Outlook

David Martin
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Q1 2023 Market Drama and Financial Turmoil As you’ve likely seen, plenty of drama unfolded in the first quarter of 2023, with bank concerns raising volatility and sending stock prices lower. Headlines in early 2023 were alarming: initial predictions of an imminent recession were followed by stronger-than-expected economic data, shifting…

Categories: The Market
Video

Teaching Financial Independence

Making the transition from High School to college involves making several very key important financial decisions . It’s important to teach your child the impact of financial loans on their future and how to make smart financial decisions while in college.   This website commentary reflects the personal opinions and…

Categories: Education

Warren Buffett’s Annual Letter to Shareholders

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An investing philosophy shaped from America’s Heartland since 1930. Warren Buffett, chairman and CEO of Berkshire Hathaway and revered as the Oracle of Omaha, released his annual letter to shareholders on Saturday, February 25th. While the entire 11-page letter offers valuable insight for any…

Categories: Industry Ideas