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Articles 241 - 247 of 247
Estate Planning, SD Medallion Services, Wealth Management
Victoria Rogers | 6.7.2016

The Science of Gifting

If you are age 70½ the federal government has given you a permanent gift with new legislation that may give you a break on your income tax. At that
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Wealth Management
Derek Eichelberger | 4.25.2016

The Key to Financial Health

The path to financial health shares many similarities with the path to physical health. Perhaps the most important shared trait between the two is that
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401(k) Plans, Benefits, Wealth Management
Jason Lumpkin | 4.12.2016

Proposed IRS Legislation Threatens Small Business Retirement Plans

The IRS recently released a proposed regulation that could be unusually threatening to small business retirement plans. In summary, the proposal would
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Wealth Management
Victoria Rogers | 2.18.2016

Online Planning: Rolling the Dice

I recently read an article that suggested that you can manage your financial life using free websites in as little as three hours. Wow, imagine mapping
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SD Medallion Services, Wealth Management
Victoria Rogers | 1.5.2016

Bonne Année! Financial Resolutions for the New Year

Do you have a new year’s resolution? I have several, including learning French. I have downloaded Duolingo, a cool little app created by the prodigies
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Wealth Management
David Brinkman | 11.30.-0001

Long-Term Investment Tips for Short-Term Market Concerns

Recent global headlines ranging from ongoing trade negotiations between the two largest global economies, the US and China, overall concerns of slowing
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Wealth Management
| 11.30.-0001

7 Retirement Savings Mistakes

Saving for retirement is confusing — it’s no surprise we make mistakes along the way. Luckily, there are strategies to get back on track.
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