2019 Recap
Submitted by Madison Planning Group on December 6th, 20192019 THE RECAP!
IRA New Year's Resolutions
Submitted by Madison Planning Group on December 3rd, 2019For College Savings, 529 Plans Are Hard to Beat
Submitted by Madison Planning Group on November 27th, 2019Ten Year-End Tax Tips for 2019
Submitted by Madison Planning Group on October 25th, 2019Tips for Managing Your Holiday Spending
Submitted by Madison Planning Group on October 25th, 2019Three Regrets of Retirees
Submitted by Madison Planning Group on October 23rd, 2019
Three Regrets of Retirees
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1
Considering their most common regrets may help you avoid making the same mistakes.
What is a Chartered Financial Analyst (CFA)?
Submitted by Madison Planning Group on September 25th, 2019
What exactly is a Chartered Financial Analyst (CFA)?
According to the CFA Institute’s website; it is a credential that is held by over 150,000 professionals around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.
Madison Education: Required Minimum Distributions (RMDs)
Submitted by Madison Planning Group on September 24th, 2019
Required Minimum Distributions
What are required minimum distributions (RMDs)?
Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you reti
Five Times in Your Life When You Might Need Help with Your Finances
Submitted by Madison Planning Group on September 23rd, 2019
Five Times in Your Life When You Might Need Help with Your Finances
As you move through different stages of life, you will face new and unique financial situations. Did you just get engaged? Perhaps you are wondering how you and your partner are going to manage your money together. Do you have children? Maybe you are looking for ways to pay for their college education.