When should I turn on Social Security?
Check out this video to learn about your “Energy Years” and if you have enough money saved for retirement.

What is the minimum required distributions (RMD) from my IRA?
With the passing of the new Secure Act of 2019, the Required Minimum Distribution (RMD) starting age has been raised to age 72 for all retirement accounts that are subject to RMDs. RMDs are determined by dividing the December 31st value from the prior year by the Life Expectancy Factor issued by the IRS. Check out this Forbes article on our blog for more information on how The SECURE Act may impact your retirement.

What type of investing do you offer?
We offer individualized investment strategies based on a client’s needs and expectations.

We’re Here to Help

Have questions about this week’s content, or need help with your financial plan?  We’re here to help!  Simply call our office at (504) 832-9200 to schedule a complimentary Guided Planning System® consultation today or find “Schedule A Visit” at the top of this page!