Top 5 Critical Things About Stocks And Finances To Pass Along To Adult Children

I love when clients, investors, and listeners of the Money Matters radio show and the Retire Sooner podcast reach out with questions for Wes and our team because I often get to jump into the mix and help. Some questions are straightforward, and others turn me into a research librarian, but many are thoughtful and […]

New Required Minimum Distribution (RMD) and 401(k) Rules For 2020

As an investment advisor and CERTIFIED FINANCIAL PLANNERTM with Capital Investment Advisors, I get to hear a variety of financial concerns on the daily. Recently, those concerns have centered on provisions for retirement accounts in the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The questions: “Everett, what are the rules around the required minimum distributions […]