by Jeff Bingham | Dec 4, 2018 | Uncategorized
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...
by Jeff Bingham | Nov 6, 2018 | Uncategorized
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...
by Jeff Bingham | Oct 12, 2018 | Uncategorized
Two factors drove the over 5% drop of the three major U.S. equity indices. One, fears over rising interest rates, and Two, a big selloff of tech shares.1,2 Closing market bid yields for the 10-year and 2-year note were barely changed from Tuesday at 3.22% and 2.88%,...
by Jeff Bingham | Oct 4, 2018 | Uncategorized
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...
by Jeff Bingham | Aug 7, 2018 | Uncategorized
An advisor friend shared two frightening withdrawal requests from retired clients that many investors would like to assume would never happen to them. The first was an $85,000 call for funds to cover rehab costs for an adult child. The lethal combination of depression...
by Jeff Bingham | Jun 29, 2018 | Uncategorized
While the typical age gap between married couples is slightly less than four years, couples with age difference of 10 years or more have a few planning opportunities particular to their situation that they need to understand and manage. Take Advantage of 401(k)...
