Category: IFG Viewpoint & Outlook

SECURE Act 2.0: RMD Age Hikes Coming?

RMD age hikes may not be the blessing you think. The question just might be who is more secure? Retirees or future government spending?

August 8, 2022

Hidden Surrender Charges

I don’t know anyone, certified financial planner professionals included, who is a fan of surrender charges; but, economically they are a fact of life for many products simply to make the offering available and viable for the investment or financial product provider.

September 14, 2020

No RMDs for 2020!

Required minimum distributions (RMDs) have been eliminated for 2020 due to the COVID-19 pandemic; but, you just might want to consider taking a distribution anyway. Why?

August 14, 2020

Three Tips for Building Family Wealth

Most people work long hours for 30+ years trying to build wealth for themselves and their families. These three tips can make it a little easier.

July 6, 2020

The Investment Model And It’s Amazing Hidden Powers.

Few understand the power of the investment allocation model, even in – especially in – times of crisis; but the power can be great when tied to a long-range financial plan.

May 18, 2020

Would You Build A House Without a Blueprint?

If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.

May 4, 2020

Are the Markets On Their Way Back?

Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.

April 20, 2020

Beware: The COVID-19 Scammers are Loose.

IRS Coronavirus resoures

April 6, 2020

IRS Creates a Coronavirus Site

IRS Coronavirus resoures

March 18, 2020

Market Crisis in Perspective

It’s good to have some perspective.

March 10, 2020

Category: IFG Viewpoint & Outlook

SECURE Act 2.0: RMD Age Hikes Coming?

Hidden Surrender Charges

No RMDs for 2020!

Three Tips for Building Family Wealth

The Investment Model And It’s Amazing Hidden Powers.

Would You Build A House Without a Blueprint?

Are the Markets On Their Way Back?

Beware: The COVID-19 Scammers are Loose.

IRS Creates a Coronavirus Site

Market Crisis in Perspective

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SECURE Act 2.0: RMD Age Hikes Coming?