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Three Ways to Minimize RMDs
Robert Klein of Retirement Income Center explains three ways to minimize required minimum distributons.
finStream Launches New Weekly Personal Finance Streaming Program, “Level Up With Lee”
New Personal Finance Show Hosted by Lee Baker, CFP(r) Now Streaming Free on finStream.TV FOR IMMEDIATE RELEASE January 25, 2022 (New York, NY): finStream TV, a dynamic OTT/streaming channel targeted to the specific personal financial […]
Insure Sequence of Returns Risk with a HECM Mortgage
Robert Klein CPA from the Retirement Income Center reviews Sequence of Returns Risk with a HECM Mortgage – a home equity conversion mortgage (HECM) which is a type of reverse mortgage that is insured by the Federal Housing Administration (FHA).
Indexing Strategies to Eliminate Stock Market Risk
Robert Klein, CPA from the Retirement Income Center reviews Fixed Income Annuities (FIA’s).
Everyone Needs an Estate Plan
Haley Tolitsky, CFP with Cooke Capital, discusses the components of an estate plan including wills, power of attorney, beneficiaries and other key elements of an estate plan.
The Opposite of FIRE
Kurt Wunderlich, CFA with Buckingham Strategic Wealth, discusses the FIRE Movement (Financial Independence Retire Early) and why it might not be for everyone.
Ask the Hammer: 401(k) Matching
Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer discusses 401(k) matching, contribution limits and over contributing.
What to Do with Your 401(k) When Leaving Your Employer
Dana Anspach of Sensible Money explains what to do with your 401(k) when leaving your employer.
How To Build A Financial Roadmap
Haley Tolitsky, CFP from Cooke Capital describes how people in their 20’s and 30’s and 40’s can build a Financial Roadmap and why you need one.