What is a Qualified Charitable Distribution (QCD)?
Are you at least 70.5, have a Traditional IRA and charitably inclined? If so, you may want to consider a Qualified Charitable Distribution, or commonly referred to as a QCD. In this blog post, I explain what it is, how it works, and when it may make sense to utilize this powerful tax planning and […]
Avoiding Cognitive Biases As An Investor
The human brain is one of the most astonishing and powerful parts of the human body. It is responsible for virtually every movement and thought we make. Yet while the brain is truly a miracle and capable of so much, it is also the reason many of us struggle with investing. Studies would prove that […]
Planes, Trains & Automobiles
Are you ready for an adventure? Close your eyes and dream a little…what do you see? Are you somewhere close by or in a far-off land? Thoughts of travel spark different feelings in all of us. Some crave true adventure, others long for relaxation. Some wish to explore unfamiliar locales across the oceans, others prefer […]
The Equation: Time + Health + Money
Written by Luke Kuchenberg CFP®, CPWA® Let me say right out of the gate, this isn’t an article about algebra or anything of the sort. While I do love math, this is a topic I hold dearer and one I increasingly have thought about over the last number of years. It wasn’t until recently, and […]
