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Financial Planning
Inherited IRA Rules: What Non-Spouse Beneficiaries Need to Know
Most non-spouse beneficiaries must empty an inherited IRA within 10 years. Whether annual RMDs apply along the way depends on ...
Retirement Planning
Preparing for Retirement: When Does Preparing Become Living?
Preparing for retirement involves more than reaching a financial target. It also means deciding what you are moving toward and ...
Life Planning
What Is Money For? A Deeper Question Behind Your Financial Plan
Money is not only for accumulation or security. A stronger financial plan asks what your money is for and how ...
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Financial Planning
Podcast Appearances and Interviews
I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional
Advisory Services
Life Planning Training: Reinforcing My Purpose
Life planning focuses on the human side of financial planning. Here is what I learned during my recent experience at
Financial Planning
Financial Planning for Couples – It Takes Teamwork
Managing family finances and putting together a financial plan should include the input of both members of a couple. Work