Apr 6, 2021 | Financial Article, Financial Planning, Planned Giving, Retirement
Have you ever considered Qualified Charitable Distributions? Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a problem. By law, you must take required minimum distributions (R.M.D.s) from a...
Feb 3, 2021 | Financial Planning, Retirement, Thoughts from TVAMP, Women
You Can Fall in Love with Your Future Through Financial Planning In honor of Valentine’s Day, it’s a good time to fall in love with your future. This means looking at your finances, debts, and assets and developing a plan to maximize your quality of life in the years...
Apr 29, 2020 | Financial Planning, Jill Bertke, CFP®, Resources, Retirement, Taxes, Thoughts from TVAMP, Women
Practical financial planning considerations provided by our very own Jill Bertke. Jill Bertke, CFP® brings nearly 20 years of financial services experience to TVAMP. Jill’s mission has always been to help clients by growing, managing, and protecting their money. She...
Mar 31, 2020 | Business Owners, Financial Article, Financial Planning, Market, Retirement
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic,...
Mar 12, 2020 | Events, Retirement, Social Security
“How are Social Security Benefits calculated?” The first hand shot up at our Social Security dinner on Tuesday night, and the man asked, “How exactly are my benefits calculated?” Just like that, the ice was broken and everyone was actively...
Feb 13, 2020 | Retirement
Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the workforce to have children and/or to care for an aging parent or sick loved one. The potential consequence of these realities? While most U.S....
