It used to be that your 70 1/2 “birthday” was a notable time for required minimum distributions (RMD) but that date has changed! The current RMD beginning age for anyone born in 1951-1959 is the year you turn 73 and for those born in 1960…
Five Things to Know About Required Minimum Distributions Last time in this space, we shared details about Yeske Buie’s process for managing required minimum distributions (RMDs) in Client accounts. Today, we’d like to share a few notes about RMD distribution timing and strategies for those…
Reviewing the Benefits: Renting and Buying Rent or buy? It’s a question we hear and discuss often and it comes from Clients of all ages – whether it’s a newly married millennial couple looking to settle down, retirees looking to downsize or anyone in between….
Market Note: Dow 20,000 The Dow closed above 20,000 for the first time on Wednesday, repeating the feat the following day. There are headlines any time the Dow crosses a 1,000 mark and that’s especially true of this latest milestone. Here’s our take. TYPE TYT…
Market Review: The Year of Living Dangerously The markets, which is to say investors, hate surprises, though that’s pretty much all we get day-by-day. It’s called news. But some years carry bigger surprises than others and 2016 surely falls into that category. From economics…
This being the last business day of the year, we thought we’d reflect on some of the best pieces from TheLiveBigWay® Digest in 2016. We have reviewed the Digest posts from 2016 and we share with you the five most popular posts from each of…
Millennials and Money: Starting the Conversation is What Matters Most At an estimated population of 82 million, millennials make up the largest generation in America. Born between 1980 and 1995, members of this cohort have often found themselves to be the subject of everything from…
Recently, our strategic partners at Dimensional Fund Advisors (DFA) shared with us a playful comparison between the process of making wine and investment management. We hope you enjoy the following piece by Vice President of DFA Australia Limited, Jim Parker. A host of variables can…
Remembering Gene Wilder When a celebrity’s retirement or estate plan is discussed posthumously, it usually tells a cautionary tale about the consequences of poor financial and estate planning. We tend to use these stories to emphasize the importance of planning (even for celebrities who seem…