What You Should Know About Your Financial Advisor
What You Should Know About Your Financial Advisor Before working with a financial advisor, it’s important to understand that advisors can have specialties, unique backgrounds and qualifications, offer a variety of services, and have varying business models. Asking the right questions to determine if someone is the right advisor to help you meet your goals […]
Year-End Deadlines & RMD Calculations
As year-end deadlines approach, it’s always a good idea to go through a financial or tax-planning checklist to ensure you are properly managing important aspects of your finances. Topics Discussed: Maximizing your retirement plan Consider tax-loss harvesting Taking your required minimum distributions (RMD) Spending your flexible savings account (FSA) funds Making charitable donations The opinions […]