Presidential Election, Volatility, and the Long View

Presidential Election, Volatility, and the Long View

Presidential Election, Volatility, and the Long View Article written by Brian Bickett The presidential election is looming next week and, considering the many surprises 2020 has already brought us, the outcome of the election is shrouded with uncertainty, speculation,...
CARES Act – Returning unwanted 2020 RMDs

CARES Act – Returning unwanted 2020 RMDs

CARES Act – Returning unwanted 2020 RMDs Article written by Brian Bickett   One of the key provisions of the CARES Act, the coronavirus relief act that took effect this spring, permitted retirement account holders to bypass required minimum distributions...
Weekly Notables 1-8-20

Weekly Notables 1-8-20

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of January 08, 2020 Getting the basics right, first… This week’s notable personal finance article covers the importance of the initial building blocks that the foundation of your...
Weekly Notables 1-8-20

Weekly Notables 12-18-19

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of December 18, 2019 Tax-deferred, not tax-free… This week’s notable retirement article takes us thru the negative side of tax-deferred accounts, i.e. taxes due on withdrawals.  ...