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Natalie B. Choate focuses on SECURE Act questions she’s been receiving about inherited individual retirement accounts and other retirement benefits.
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As the pandemic roils the financial markets, Americans increasingly seek the safety of guaranteed income as they enter their third act. But the rates and guarantees that have been selling points for annuities for years simply aren’t what they used to be.
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Easy to set up and accessible to a broader range of investors, donor-advised funds help clients achieve charitable goals and give advisers something to talk about.
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Six questions to ask and eight questions to avoid at the outset.
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September 2019 – ifa.com – Index Fund Advisors Website Article about the IYM & IYE workshop series
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A new study points to a shared commitment to community, service and philanthropy.
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Financial Planning Outline 09/2019 by Delia Fernandez, MBA, CFP
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Financial Planning Outline 09/2019 by Delia Fernandez, MBA, CFP
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Laguna Niguel Seniors Club Newsletter – Special Workshops Announcement – August 2019
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Equity Investing by Michael Allbee – Senior Portfolio Manager – May 2019
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