Wendy Lange

Congratulations Aaron on Earning Your ChFC® Designation!

Please join Crystal and I in congratulating Aaron on earning his Chartered Financial Consultant® (ChFC®) designation.  This designation is well-suited to accompany his CERTIFIED FINANCIAL PLANNER™ (CFP®).  The ChFC® program covers a must-have list of requirements for financial advisors, from knowledge on tax and retirement planning to special needs advising, wealth management, risk management, estate …

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Beneficiaries – Per Stirpes or Per Capita?

Did you know the paperwork you complete to name beneficiaries on IRA’s, brokerage accounts, annuities, and life insurance will trump your will or trust wishes?  Surprisingly, many people are unaware of this.  All too often, we see new clients with outdated beneficiary designations – examples include ex-spouses, deceased relatives, etc.  It is extremely important that …

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RMD Formula Changes for First Time in 20 Years

Effective January 1, 2022, you can keep more money in your tax-deferred retirement accounts!  The Internal Revenue Service has updated its actuarial tables for the first time since 2002.  What does this mean for you?  More money in your retirement accounts.  At age 72, if you hold tax-deferred retirement accounts such as 401(k), most IRAs …

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