By: Allen Ostrofe
Read articles by Rick Fisher that were published in The Union Newspaper
Does money buy happiness? Well, it certainly can create unhappiness. This roadmap provides the tools to build mom and dad’s plan.
It is prudent to take into consideration one's unique circumstances, including one's investment time horizon and liquidity needs.
Last week, we received a call from Santa Rosa, from a widow who is feeling the holiday spirit. She is financially secure, will have significant capital gains this year, is worried about those in her community, and her immediate family. She had a sum of money in mind to help, and asked us for our 5 best ideas.
Most recently, in June, we had the British European Union Exit (BREXIT) vote that pushed their concerns over the edge and decided it was time to take action.
Burt and Alice both turn 70-1/2 this year. They knew they now had to start drawing from their 401(k)s and IRAs through something called a “Required Mandatory Distribution.”