From the Desk of Ryan Beamon

We are very excited to announce that we are now able to respond to texts messages to our office number

Many of you have expressed in being able to communicate with us via text Due to a new initiative by LPL, we are very excited to announce that we are now able to respond to texts messages to our office number…

Yours, Mine, and Ours — A Couple’s Guide to Retirement Planning

While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs.

Withdrawing Your Assets: Understanding RMDs

When it comes time to start withdrawing the money you’ve spent a lifetime accumulating in your retirement portfolio, you want to ensure that you make the right decisions.