Each month, Andy’s answering a question that he wishes more clients would ask him, addressing timely topics that he thinks are worthy of the spotlight.
Blog posts
We spend decades chasing it, measuring it, comparing it, and doubting whether we've reached it — yet most of us have never stopped to ask a deceptively simple question: What does prosperity actually mean to me?
Blog posts
Making a qualified charitable distribution from your IRA goes beyond just satisfying your RMD - it can also keep your Medicare premiums lower and reduce taxation of your Social Security.
Blog posts
With the average family spending over $800 or more on back-to-school shopping, it's easy for costs to spiral out of control. The good news? With a little planning and a few smart strategies, you can set your kids up for a great school year — without breaking the bank.
Blog posts
Being named trustee of a loved one’s estate is an honor as well as a job. It comes with legal obligations, tax deadlines, fiduciary duties and possibly family dynamics. Here’s what to do if you find yourself in this role.
