Blake Anderson

All good parents want to help their children succeed. In my role as a Certified Financial Planner™, that usually involves helping parents establish college savings plans or helping grandparents plan out larger gifts as part of their estate plan. A few month ago however, I met with a parent who asked about giving their child […]

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

Not only do you get tax-free returns from municipal bonds, but you also get to watch your community grow and improve!

The US inflation rate has been skyrocketing and currently is over 7%.This means that while the amount of money you have stays the same, everyday items increase in cost.

Navigating which retirement program is best for your employees is confusing. That’s why I went ahead and explained everything you need to know about CalSavers (and other retirement programs) right here.

Directors of non-profits can increase capital and free time if they work with a quality fiduciary asset manager.

If your advisor doesn’t understand your financial goals, you need a new financial advisor.

I’ve used a stop-loss strategy to protect clients’ principal. This post will give you insight into our risk mitigation philosophies.

I sure hope you trust your financial planner! Trust is a critical component to any meaningful relationship.

After helping many clients to complete this process, I compiled this list of ideas and common problems to help during this trying time.