by Joyce Streithorst | May 31, 2023 | Couples, Families, Financial Planning
HOW TO SAFELY AVOID PAYING UNNECESSARY COSTS There are lots of reasons you might rent a car, but the process of actually getting the vehicle can be more complicated than you realize when you are booking the reservation. Whether you’re flying to Florida with your...
by Joyce Streithorst | Apr 26, 2023 | Retirement, Seniors, Tax
WHAT YOU NEED TO KNOW ABOUT REQUIRED MINIMUM DISTRIBUTIONS (RMDs) When do I have to start taking required minimum distributions (RMDs) from my retirement account? You would think this is an easy question to answer, but as new rules go into effect, the age keeps...
by Joyce Streithorst | Mar 30, 2023 | Couples, Families, In The News, Seniors, Women
WHAT YOU NEED TO KNOW ABOUT THIS CRIME ON THE RISE Check washing is a crime that one can unfortunately fall victim to pretty easily, and it can be difficult to remedy once a fraudulent check has been processed on your account. While check fraud has been around for...
by Joyce Streithorst | Mar 17, 2023 | Financial Planning, Women
WOMEN’S FINANCIAL INDEPENDENCE: Playing Catch-Up Consider this scenario: A woman and a man each graduate from the same college with the same advanced degree. Each is hired for a promising job in their chosen professional field at similar-sized companies. Each one is...
by Joyce Streithorst | Jan 13, 2023 | Tax
Summary of Highlights from the New Law The end of the year brought lots of changes to retirement planning. On December 29, 2022, the “Consolidated Appropriations Act, 2023” was signed into law. It includes the Secure 2.0 Act of 2022, which is follow-up legislation...
