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Estate Planning
The Time Has Come to Scrap the RMD
Before we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD)...
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Planning for a Disabled Child
Caring for a disabled child requires planning for the near term and the future but understanding the best strategies to utilize can be...
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Latest Additions to StrategicPoint Services
Several clients have asked if we are happy with our move to Fidelity Investments. Our response has been that we couldn’t be more...
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Estate Planning Basics: The High Cost of Failure to Communicate
When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they...
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