CFP(R) - Let's Make a Plan - Blog
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  • Required Minimum Distribution – How to Plan Smart

     Marguerita Cheng, CFP®
    Required Minimum Distribution is defined as the amount you must withdraw each year from your retirement plan account once you reach 70 ½ years of age.
  • 2018 Year End Financial Planning

    Jill Schlesinger, CFP®  
    Year-end financial planning will be a lot different this year than previous years, largely because it is the first full year after the implementation of the Tax Cuts and Jobs Act (TCJA).
  • This Thanksgiving, Teach Grandchildren Financial Responsibility

    Carina S. Diamond, CFP®

    This Thanksgiving, Teach Grandchildren Financial Responsibility
  • When Impact Investing Is Worth It

    Marguerita Cheng, CFP®

    Impact investing or socially responsible investing (SRI) refers to investments intended to generate a beneficial social or environmental impact alongside a financial return.
  • Long-Term Care Planning

    Bill Schretter, CFP®
    November is Long-Term Care Awareness Month. Be sure to meet with your financial, insurance, tax, and legal advisors to help you plan for long-term care needs.