Financial Literacy is a widely under-taught subject matter in the education of today’s youth. Some students can go through their entire education, including college, without some of the most basic financial knowledge required for them to succeed. As a result of the lack of financial…
Required Minimum Distributions Required Minimum Distributions (RMDs) are, as the name indicates, minimum annual distributions that must be withdrawn from an IRA, as required by the IRS, beginning with the tax year within which the account holder turns 70½. The IRS requires these annual distributions to…
If you are eligible for Social Security benefits, you’ve spent at least 10 years working and paying a portion of your income into the system. As you approach age 62, you are able to receive the return on your “investment” by claiming your benefit. However,…
Elissa on Financial Times Top 100 Women Financial Advisers List Financial Times, the venerable 126 year old London based newspaper, has named Elissa Buie to its inaugural FT Top 100 Women Financial Advisers list for 2014. In compiling the list, FT set out to identify the 100…
Elissa and Dave have been in Seoul, Korea this week, having been invited to speak at the Korea Financial Planning Association’s annual conference. In his keynote presentation, Dave will be discussing the three phases of good retirement planning, from uncovering client goals, vision, and values,…
Medicare: Making Enrollment Make Sense While one’s 65th birthday no longer signifies reaching the “Full Retirement Age” milestone for Social Security retirement benefits, turning 65 still has a unique perk – gaining eligibility for Medicare. Being eligible for the program, however, doesn’t mean that it’s…
“The life of comic genius Robin Williams brought joy to millions of fans, and his tragic death has sent shock waves throughout the entertainment community. But as painful as his loss will be for family, friends and fans, it appears that at least according to…
The Final Life Chapter: The Natovitz Group The Natovitz Group, a leading insurance advisory firm in the DC area, recently hosted a one-day workshop for financial planners titled “The Final Life Chapter: The Vital Role Advisors Play as Clients & Their Families Plan for Extended…