How to plan for required minimum distributions (RMDs)

Many of our clients have benefited over the years from the opportunity to contribute to a 401(k) or 403(b) plan sponsored by their employer. As they near retirement, we regularly get questions about required minimum distributions, which are often referred to simply by their acronym: RMDs. It’s normal to have questions, particularly because Congress has […]

February 2023 Market Update

It’s raining data! The American consumer continues to enjoy considerable winds at their back from a tight labor market. In January, businesses dramatically surprised markets by adding 517,000 jobs. The unemployment rate fell to 3.4%(3), the lowest since the late 1960s. There have been many headlines of large layoffs, but so far they have not […]