

- The 4% Rule: How Much Can You Spend in Retirement?How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but… Read more: The 4% Rule: How Much Can You Spend in Retirement?
- 5 Things You Need to Know About 2025 Qualified Charitable DistributionsBy Andy Ives, CFP®, AIF® IRA Analyst If you are thinking about doing a qualified charitable distribution (QCD) for 2025,… Read more: 5 Things You Need to Know About 2025 Qualified Charitable Distributions
- Participation in Multiple Retirement PlansBy Andy Ives, CFP®, AIF® IRA Analyst Can a person who works at two different, unrelated companies participate in… Read more: Participation in Multiple Retirement Plans
- Weekly Market CommentaryInvestors sent the S&P 500 to another all-time high in a holiday-shortened week of trading. President Trump started the week… Read more: Weekly Market Commentary