Scott Wauters, AIF®Sep 8, 20213 minOptimizing Required Minimum DistributionsRequired minimum distributions take on added urgency as you approach (and reach) age 72, with specific rules and tax implications.
Bart Landsverk, AIF®Sep 1, 20212 minReality Check on Your Retirement SavingsWith folks routinely living into their 80s and 90s, it’s more important than ever to ensure your money lasts your lifetime.
Scott Wauters, AIF®Aug 4, 20213 minBreaking Down the Real Costs of Purchasing a HomeYou’re finally ready to move up from your rental unit to your own home.
Provisions Wealth PlannersMay 6, 20212 minThe Basics of Financial FitnessThere’s a subjective uncertainty associated with financial wellness. Are you financially fit? And if so, how fit are you? While there is...
Provisions Wealth PlannersMay 3, 20213 minFinancial Traps to AvoidThere’s a good reason so many athletes, entertainers and business people who made seven figures and higher suddenly find themselves...