Will You Receive a Surprise Tax Bill in 2019?

Will You Receive a Surprise Tax Bill in 2019?

2018 will not go down as a great year in the investment world, as the volatility of the fourth quarter brought stock market losses across all major asset classes. Despite this, many actively managed mutual funds distributed significant taxable capital gains in December. This is the result of significant gains that have been building in these funds […]

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Will You Receive a Surprise Tax Bill in 2019?
An Education on 529 Plans – Parent Versus Grandparent-Ownership

An Education on 529 Plans – Parent Versus Grandparent-Ownership

Saving for college is no small feat. With the continually rising cost of tuition year after year it’s more important than ever to start saving early and often for a child’s college education. Thankfully, many extended family members sometimes contribute toward a child’s education. Grandparents are sometimes major contributors to a child’s college education as […]

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An Education on 529 Plans – Parent Versus Grandparent-Ownership

Aging Well Series – Recognizing and Preventing Elder Abuse

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Aging Well Series – Recognizing and Preventing Elder Abuse

Aging Well Series – Extended Care Strategies

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Aging Well Series – Extended Care Strategies
Tariffs, Trade Deficits and the Impact on Your Portfolio

Tariffs, Trade Deficits and the Impact on Your Portfolio

It has become increasingly impossible to read or listen to any financial news lately that doesn’t include some discussion of tariffs.  So, what are tariffs?  Do they even matter? Tariffs are a tax or duty to be paid on a certain class of imports or exports.  They are certainly not a new phenomenon as they […]

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Tariffs, Trade Deficits and the Impact on Your Portfolio
Aging Well Series – Housing Options for an Aging Population

Aging Well Series – Housing Options for an Aging Population

Welcome to RTD Financial’s Aging Well Webinar Series. The third installment in our series features Metta Johnson of Metta Johnson and Associates, presenting “Housing Options for an Aging Population”. Overview Dynamics of aging Housing options Range of costs What to expect with each housing option Housing Options for an Aging Population Continuing Care Retirement Community […]

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Aging Well Series – Housing Options for an Aging Population
Aging Well Series – Early Planning and Preparation

Aging Well Series – Early Planning and Preparation

Welcome to RTD Financial’s Aging Well Webinar Series. The second installment in our series features Nancy Carman of Fendrick & Morgan, presenting “Aging Well – Early Planning and Preparation”.

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Aging Well Series – Early Planning and Preparation

Jeff Metz, MT, CFP® Completed a Class on Public Charities: Law and Compliance

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Jeff Metz, MT, CFP® Completed a Class on Public Charities: Law and Compliance

Introducing Nicole Offerman, AIF®

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Introducing Nicole Offerman, AIF®
China and the US, Who Needs Who More?

China and the US, Who Needs Who More?

We hear a lot about China in the news. Some of it favorable and some of it not so good. Steel imports were the most recent topic, but the trade deficit, theft of technology, cost of doing business in China, currency manipulation, and the ownership of our government bonds continues to come up in the […]

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China and the US, Who Needs Who More?