James McGlynn CFA, RICPJul 263 minRecent Retirement Rule Changes by CongressRETIREMENT RULES seem to get revised almost every year. Whether it’s IRAs, Roth IRAs or Social Security, Congress is constantly rewriting...
James McGlynn CFA, RICPJun 6, 20204 minAs the Years Go By - Retirement planning from age 55-75YOU CAN THINK of retirement as having four phases. Want to make sure you make the right decisions at the right time? An age roadmap can...
James McGlynn CFA, RICPJun 5, 20202 minCharitable donations from an IRAIF YOU’RE in your 70s or older and you are charitably inclined, it’s time to get acquainted with one of your best financial friends: the...