Archive for March 2022

New Required Minimum Distribution (RMD) Tables (Video)

The IRS has put new life expectancy tables in place for calculating Required Minimum Distributions, or RMDs, from retirement accounts. The new tables are good news for account holders because they will mean slightly smaller RMDs on account of longer life expectancies. In this video, our Founder and President, Calvin Goetz, discusses who these changes…

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Hedging Against Inflation in Your Portfolio

Rising inflation is a concern among investors. Here are five ways to protect your investments. Over the past year, investors have become increasingly worried about how inflation might impact their portfolios. One measure of inflation, the Consumer Price Index (CPI), climbed to 7.5 percent in January, its highest level in four decades. Supply chain issues,…

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The Importance of Long-Term Care Insurance

Let’s talk about long-term care (or LTC) insurance. Do you have it? Do you need it? It might not seem pressing if you’re not facing any health concerns right now, but most will likely benefit from it at some point. In this video, we’re going to make the case for why you need it and…

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The Benefits and Risks of Income Investing

Income investing is a strategy that seeks to provide investors with passive income from the assets they hold. This strategy may be attractive to people working toward financial independence or who need a predictable stream of income in retirement. Investors looking to embark on an income investment strategy may consider adding dividend stocks, bonds, and…

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