Month: August 2020

A stack of paper containing charts with a calculator pen and keyboard – indicating calculation of Required Rate of Return (RRoR™)
Required Rate of Return – The Key to Your Retirement
 August 26, 2020

School of Financial Wellness

Your Required Rate of Return [RRoR™] is a single metric, just one percentage value, that can be the ultimate guide to your retirement investing strategy.

Red white and blue buttons with stars, stripes, and “CARES Act”. The CARES Act makes important changes to Required Minimum Distributions (RMD’s) for Retirement Accounts.
What the CARES Act means for Required Minimum Distributions (RMD’s)
 August 13, 2020

School of Saving and Investing

The majority of media buzz on the CARES Act has been about fiscal stimulus. However, those nearing retirement should pay attention to RMD modifications for 2020.