As you approach your retirement years, understanding how to minimize RMD taxes becomes crucial for preserving your financial well-being. Required Minimum Distributions (RMDs) can significantly impact your retirement strategy and tax planning. In this post, we’ll explain what RMDs are, who they affect, and explore 5 strategies to minimize RMD taxes to help reduce the...Read More
We are thrilled to announce that our Chief Investment Officer and CEO, Steven Rogé, has been invited as a distinguished guest speaker at the National Association of Personal Financial Advisors (NAPFA) Fall 2024 National Conference! The event will be held from October 30 – November 2, 2024, at the Omni Nashville Hotel in the vibrant...Read More
We’re excited to announce that our Chief Investment Officer and CEO, Steven Rogé, was recently featured in an article titled, “‘T-Bill and Chill’ Is a Hard Habit for Investors to Break,” which was shared by various news outlets, including Advisor Perspectives, Yahoo Finance, Bloomberg, Barchart, Nasdaq, and WealthManagement.com. The article delves into the phenomenon where...Read More
Do you ever feel like the economic news you read just doesn’t match your personal financial experience? If so, you’re not alone. This phenomenon, known as a “vibecession,” highlights the growing disconnect between official economic data and the financial realities we face daily. First coined by economic commentator Kyla Scanlon in June 2022, the term...Read More
As you may know, our Chief Investment Officer and CEO, Steven Rogé is an active member of Ed Slott’s Elite IRA Advisor GroupSM, an exclusive organization dedicated to the ongoing study and mastery of constantly changing and complex tax laws impacting your retirement savings. Ed and his team of IRA Experts are a valued part...Read More
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced some of the most transformative updates to the U.S. tax code in recent memory. Designed to stimulate economic growth and provide tax relief for businesses and individuals, the TCJA made sweeping changes that significantly impacted high-net-worth investors. However, these changes were not permanent, and several...Read More
We are pleased to announce that our Chief Investment Officer and CEO, Steven M. Rogé, successfully completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC. Held on May 9-10, 2024, this exclusive workshop brought together members of Ed Slott’s Elite IRA Advisor GroupSM to delve into the latest strategies for...Read More
By Kelley Muhsemann Marketing Manager Wrapping up Financial Literacy Month, the fourth and final article in our financial literacy series takes a deep dive into the budding Generation Z. More commonly referred to as “Gen Z,” this cohort was born between 1997 and 2012, and make up about 14% of the U.S. population. According to...Read More
By Kelley Muhsemann Marketing Manager The third article in our financial literacy series focuses on Generation Y – more commonly known as “Millennials.” Born between 1981 and 1996, Millennials came of age during the Great Recession, and face a unique set of financial challenges compared to previous generations. In fact, according to Investopedia, Millennials “have entered...Read More
