THE FINE ART OF FLEXIBLE ESTATE PLANNING

Specialized trusts & private loans can help address some “what ifs”. Presented by Dywane Hall, MA, RFC, CRPC Estate planning professionals have to deal with ambiguities today. Constant tax law revisions aside, there are contingencies of family life that may require added flexibility in estate planning. Fortunately, there are tools that can help to arrange … [Read more…]

IRA DATES & MILESTONES TO REMEMBER

These are the dates (and deadlines) too often forgotten. Presented by Dywane A. Hall, MA, RFC, CRPC IRAs come with complex rules and regulations. As these rules and regulations are occasionally forgotten or misinterpreted by IRA owners, here is a refresher. Age 70½: Required Minimum Distributions (RMDs). Once you reach age 70½, you are required … [Read more…]

YOU CAN’T HIDE IN FIXED INCOME

Investing timidly may shield you against risk … but not against inflation. Presented by Dywane A. Hall, MA, RFC, CRPC When is being risk-averse too risky for the sake of your retirement? After you conclude your career or sell your company, you have a right to be financially cautious. At the same time, you can … [Read more…]