Thanks for the IRA Assets…Now What?

By Brian Mackin, CFP®
In our last newsletter, Kristan Anderson delved into some of the complexities and planning opportunities surrounding required minimum distributions (RMDs) from retirement accounts.
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The Power of Beneficiary Designations

By Angela Baker, JD, CFP®, CDFA®, RICP®, CLTC, CASL®
When a famous Hollywood actor died unexpectedly in 2008 at age 28, the will he had signed in 2003 named his parents and sisters as the beneficiaries of his estate.
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Starter Investing

By Shane Parcelles, Summer Intern
Since the start of the pandemic, current college students have been put in a place that no one in history has ever been.
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