This blog is thanks to an alert reader who asked me the question about why all financial planners are not required to be fiduciaries. I’m ALWAYS looking for blog topics, so please e-mail me your questions! First, what is a…
This week I’m thrilled to share the expertise about life insurance of Ladicia Grosch, COO and Principal of Bridge Life, LLC. Ladicia partnered in creating Bridge Life in 2012. She has worked in the wealth transfer and life insurance industry…
For those of you reading this to learn more about the Queen of Soul, Irma Thomas, get used to disappointment. If, however, you are hoping for a riveting read about Medicare premiums, you are in luck! IRMAA stands for Income-Related…
…in the first year? That is a question. Not THE question – surely there are more important questions in life. But, with the new SECURE Act 2.0 moving the Required Minimum Distribution start date out yet another year, that old…
As the parent or grandparent of young children, you might be thinking about the best way to save for college. 529 plans, introduced in the 1990s, are a great way to shelter investment for college from taxes. BUT, as with…
That’s right folks, our elected officials got something done in 2022 that has bearing on your everyday life. The passage of the SECURE Act 2.0 brings up some interesting planning opportunities for your finances. Since the name of my blog…
