Have you been to a Free Dinner Retirement Event lately? My firm offers these Free Dinner Events regularly.   It is my way of meeting nice people who are interested in what we do as a firm and learning how I might can help them. The invitations target those... read more


President Trump has recently proposed much needed changes involving Required Minimum Distributions (RMDs) from IRAs. The proposal, if passed, will extend the age in which a retiree must begin to take withdrawals. At present, RMDs must begin on April 1st following the... read more

Will You Need A Support Group in Retirement?

There are all sorts of support groups for people going through transitions.  There are programs for those struggling with the loss of a loved one, addiction, anger, and divorce, but there aren’t any groups for people struggling with retirement.  There’s a... read more

Disability Insurance — Who Needs It?

Your most valuable asset isn’t your house, car or retirement account. It’s the ability to make a living. Disability insurance pays a portion of your income if you can’t work for an extended period because of an illness or injury. Everybody who relies on a paycheck... read more

VIP Magazine February 2018

  Jeff Bingham has a passion for helping people develop the best wealth management strategy for their needs. It’s in his blood. And his expertise in the wealth management field is fueled by a second driving force in Bingham’s life: his interest and... read more