Money Tips

Financial Planning provides direction and discipline.  It’s important to know where you’re going, and how you’re going to get there. It’s also about more than numbers.. it’s about your dreams. Ask yourself these questions: Are you unclear about how your current investments are performing? Is the risk taken in your investment portfolio appropriate for your […]

Are you 72 and taking your required minimum distribution from your IRA? A word of caution. IRA’s holding CDs : because of low interest rates and the amount you must withdraw, you may run out of money sooner rather than later. We may have a solution. Ask us!