Financial Planners
Ten years ago, we were in the middle of the Financial Crisis. Between October 2007 and March 2009, the S & P 500 lost 50% of its value. Home values plummeted. Banks and mortgage companies went from boom to bust seemingly overnight, and our entire f…
If you have an IRA and are required to take annual distributions, and you are charitably inclined, listen up: the new tax law means you might want to consider Qualified Charitable Distributions as your means of making donations. A Qualified Charitable …
If you are putting away funds dedicated for your child’s higher education expenses, a 529 College Savings Plan is tough to beat. These plans allow parents and grandparents to put away funds for a child’s education, and the growth on the acc…
© 2024 Shotwell Rutter Baer • Powered By The Media Advantage