By Kelley Caponigro Assistant to the Chairman & CEO There are obvious positive reasons for giving back to your community – such as helping others in need, setting a good example for your children, and supporting amazing organizations. In fact, recent studies have shown that giving can also help boost physical and mental health.1 Although...Read More

By Rosanne Rogé, CSA, RFG, CFP® Managing Director A required minimum distribution (RMD) is the amount that traditional Individual Retirement Account (IRA) owners, Simplified Employee Pension (SEP) plans, and other qualified plan participants, such as 401(k) plan participants, must begin taking from their retirement accounts. This must be done by April 1 following the year...Read More