Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)
David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
Read moreDavid T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
Read moreIRA Required Minimum Distributions and Charitable Contributions If you’ve been contributing to a traditional IRA or other defined contribution plan,
Read moreAs parents age, money can be a sensitive issue. But if you notice your parent struggling to keep up with
Read moreTrust, Plan, and Verify By Sharon R. Majetich, MA in Reading & Literacy, MS in Information and Learning Technology. Note
Read more4 Tips for Creating Your Retirement Budget About 3-5 years before retirement, you should get a good handle on
Read more5 Ways to Maintain an Active Mind in Retirement Staying active as you age is beneficial in lots of ways.
Read moreNew experiences, give it a try! After 40 years on the job what is holding you back from working or
Read moreTax filing season begins January 23, 2017 (for year 2016 tax returns) The regular due date is April 18, 2017
Read moreAnnuities (information supplied by Jackie Johnson at RBC Capital Markets, the Johnson Host Investment Group in Denver, 303.595.1102) Annuities are
Read moreThe key elements to fighting Medicare fraud are: Protect – Treat your Medicare card like a credit card. Don’t
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