A Birthday “Present” You Don’t Want

A Birthday “Present” You Don’t Want

A Birthday “Present” You Don’t Want By Steve Sheppherd The IRS has a birthday present for you; if you forget your age……A 50% penalty for not taking a Required Minimum Distribution once you reach age 72. That’s right, 50% penalty for NOT taking money from...
How to Control Your Own Financial Destiny

How to Control Your Own Financial Destiny

How to Control Your Own Financial Destiny By Peter Rizzo Every day, there are articles and infomercials encouraging people to prepare for the future; maybe not to necessarily retire but be prepared for their second act. Some have the choice to do what they want and...
What Happens to my Check Book IRA if I Move?

What Happens to my Check Book IRA if I Move?

What Happens to my Check Book IRA if I Move? By Alisha Bennett What happens to your Check Book IRA if life knocks on your door and you end up moving to another state? Besides making sure that your Custodian has your new address, you’ll have a few other housekeeping...
Crypto Consultant Podcast

Crypto Consultant Podcast

Crypto Consultant Podcast Crypto Consultant Podcast I had the honor of being a guest on the Sane Crypto Podcast, which is hosted by Kim Snider.  Kim is a retired Registered Investment Advisor, who got the crypto bug a number of years ago, and now travels the country...