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Financial Planning Fridays #9: Estate Planning

Today in our ninth episode we wanted to talk about Estate Planning. A good estate plan transfers your assets and investments to your designated beneficiaries in the most effective way possible under the current laws. A good estate plan also transfers assets and investments in the easiest way to your beneficiaries in what otherwise can […]

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Financial Planning Fridays #6: Account Withdrawal Order

Today we wanted to discuss something that can have a huge impact on reaching your retirement goals: the order that you take withdrawals from your investment accounts. Many of our clients have three types of investment accounts that each have their own tax rules, after-tax accounts, IRAs/401ks and Roth IRAs. A good financial plan for […]

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