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 moreFinancial advisory
RMDs_IRAs_QCDs and other Tax Planning Opportunities
IRA Required Minimum Distributions and Charitable Contributions If you’ve been contributing to a traditional IRA or other defined contribution plan,
Read more5 Ways to Help Elderly Parents Manage their Finances
As parents age, money can be a sensitive issue. But if you notice your parent struggling to keep up with
Read moreTrust, Plan, and Verify – Lessons on Estate planning
Trust, Plan, and Verify By Sharon R. Majetich, MA in Reading & Literacy, MS in Information and Learning Technology. Note
Read more4 Tips to Retirement Budget Planning – the Essentials
4 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
5 Ways to Maintain an Active Mind in Retirement Staying active as you age is beneficial in lots of ways.
Read moreMoney & Retirement_Now is the Time
New experiences, give it a try! After 40 years on the job what is holding you back from working or
Read moreTax Tips 2017_2016
Tax filing season begins January 23, 2017 (for year 2016 tax returns) The regular due date is April 18, 2017
Read moreMONEY TIPS ON ANNUITIES
Annuities (information supplied by Jackie Johnson at RBC Capital Markets, the Johnson Host Investment Group in Denver, 303.595.1102) Annuities are
Read moreMedicare – Fight Healthcare Fraud and Abuse
The key elements to fighting Medicare fraud are: Protect – Treat your Medicare card like a credit card. Don’t
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