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Educational Videos

How Much Money Do I Need to Retire?

This is the first question many ask when planning for retirement.  In this video, Bob explains an easy way to calculate this number, using cows and milk!


The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was signed into law by President Trump on December 20, 2019.  Learn about the changes this law brings and how they may affect your retirement.

Qualified Charitable Distributions and Your IRA

Using Qualified Charitable Distributions is one way you can minimize taxes on your Required Minimum Distributions from your IRA, while supporting the causes you care about.

*Note that due to the CARES Act, Required Minimum Distributions can be suspended for the year 2020 due to the pandemic.

g has been moved from 70 1/2 to age 72 as of January 1, 2020.

What is an Independent Financial Advisor?

Find out exactly what the title "Independent" means when searching for a financial professional and what it means for you as the consumer.

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