Wealth Management & Financial Planning

Wealth Management & Financial Planning

Consider This Program October 6th 2020

New strategy for inherited IRA

The Secure Act ended the Stretch. Now IRA beneficiaries (non-spouse) do not have Required minimum distributions. Rather, they now have to take money only once at the end of 10 years and the account has to be emptied. This could be disastrous for the beneficiary because of taxation, enabling, marital property issues.

Do Influencers Matter?

What are they and how does it work and what should we consider?
An influencer has the power to introduce your brand to thousands of people within your core audience. … Influencers already have an established relationship with their audience. Their followers respect their recommendations and view them as authentic. Way more authentic than customers see most brands.

Economic Numbers – What matters and what doesn't and what do they mean

There is a huge difference between the economy and the market!

The sudden loss of a spouse:

13 Financial moves to make after losing a spouse

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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