Adam Anderson

I help individual investors build and protect their wealth.

Maximizing Your STRS, PERS, FERS, or Other Pension: Strategies for Retirement Success!

If you are participating in a pension and want to make the most of it, I’ve outlined a few things you’ll want to consider.  Pensions play a significant role in securing your financial stability during the golden years. Whether you’re a teacher, a government employee, or a federal worker, pension plans like STRS (State Teachers […]

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A Graceful Exit

No one wants to be a burden to their family. With proper planning, individuals and families can prepare themselves for life’s changes, including death and incapacity. With just a little bit of organization, you can express your care wishes, distribute your assets to the people and causes you care about, provide for minor children, and

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What You Need To Know About Changes To Your Required Minimum Distribution (RMD)

Our government recently passed an update to rules regarding RMDs as part of the Secure 2.0 Act. This could be a big change for you. RMD stands for Required Minimum Distribution, which is the minimum amount that individuals must withdraw annually from their tax-deferred retirement accounts. These accounts include traditional IRA’s, 401(k)s, 403b’s, 457 plans

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