Our firm is open for business! Most of our advisors are working from their home office including myself.
We are set up for video conferencing with clients and prospective clients and everyone seems to love the technology. If you would like a second opinion regarding your investments, financial planning, or discuss what you can do to create and implement a business interruption plan. Send me a message with your contact information and I will call to schedule a conversation. Be well and be safe!
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STEVENWHITE.MYHOMEHQ.BIZ
The Financial Wellness Newsletter
Want to maximize your savings? Take a look at this IRA road map and get in touch if you have any questions.
KIPLINGER.COM
How Much Can You Contribute to a Traditional IRA for 2019?
Have questions about RMDs? Reach out anytime.
CNBC.COM
Will raising the age for required withdrawals from your retirement accounts make a difference?
Step 1: Create the fund. Step 2: Watch it grow. (Here are a few tips that will help you get started and stay on track.)
FORBES.COM
How to Create an Emergency Fund
If what you thought to be true about your money turned out not to be true, when would you want to know?
Instead of thinking "retirement", think "financial independence". Big difference!