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RMD’s to Charity

RMD’s to Charity

by | Apr 2, 2018 | Investing and Financial Planning

Using RMD’s towards Charity John Clouden Senior Vice President If you are 70.5 or older and have an IRA, 401k or other qualified account, the federal government requires you to take annual withdrawals known as Required Minimum Distributions, or RMD. If you are...
Income Investing

Income Investing

by | Mar 29, 2018 | Investing and Financial Planning

Income Investing Brian Clouden Vice President This week’s Professional Minute featured Vice President Brian Clouden talking about how to make sure you plan to have enough income during retirement. “You can’t look at social security as a single source...
Journey to Retire

Journey to Retire

by | Mar 23, 2018 | Retirement Planning

Journey to Retirement John Clouden Senior Vice President Senior Vice President John Clouden joined Clay Moden on our weekly interview series “Plan.Protect.Invest”. Deciding when to finally say I’m ready to retire is a big moment in life. But how do...
Retirement Planning

Retirement Planning

by | Mar 19, 2018 | Retirement Planning

Comfortable Retirement Patrick Sgroi President This week’s Professional Minute featured President Patrick Sgroi talking about how to plan for a comfortable retirement. It shouldn’t be a ‘one size fits all process’ as each individual has...
IRA contribution ’17

IRA contribution ’17

by | Mar 15, 2018 | Regulations

IRA Contribution Deadline Patrick Sgroi President President Patrick Sgroi joined Clay Moden on WYRK 106.5FM to discuss the upcoming deadline to contribute to your Individual Retirement Accounts (IRA) for 2017. Yes even though it is 2018, you can still add funds to...