THIRD QUARTER 2016

Third Quarter 2016 – Celebrating 20 Years

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THIRD QUARTER 2016

Third Quarter 2016 – Required Minimum Distributions

Few things in life are certain—-The Required Minimum Distribution (RMD) is one of them. Below are some things you may not know about RMDs. Dates and Deadline Clients are often confused about the deadlines surrounding RMDs from retirement accounts. The first distribution is required by at least the April 1 that occurs after the account […]

THIRD QUARTER 2016

Third Quarter 2016 – Forms, Forms, and More Forms

You may have heard of the Paperwork Reduction Act (PRA), a United States federal law enacted in 1980 (amended in 1995) designed to reduce the total amount of paperwork burden the federal government imposes on private businesses and citizens. Unfortunately, as many of you may have experienced in recent months, this does not pertain to […]

THIRD QUARTER 2016

Third Quarter 2016 – 20/30 Vision

On a Monday morning in December 1996, Janet, Sonya and I took deep breaths and walked together into our branch manager’s office and resigned. Linda left the firm to join us two weeks later and Kyle, who had just completed his finance degree at Butler, was waiting for us at our new office on the […]