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Financial Planning Focus Newsletter

By Kristan Anderson, CEBS®, CFP®

Well, actually that’s not quite how it works. I’m often surprised by how little some clients understand the rules around taking required minimum distributions, or RMDs, from retirement accounts.

Investment Management Letter

Too Hot in the Hot Tub! Spring is upon us, and temperatures outside are rising.  Investors are noticing that the weather is not the only thing heating up. Economic indicators illustrate that growth in the U.S. economy is accelerating as states continue to relax COVID-related restrictions.