About admin

This author has not yet filled in any details.
So far admin has created 135 blog entries.
19 12, 2013

A Reminder to our 70-1/2 and older Investors

By |2013-12-19T18:03:50-05:00December 19th, 2013|Categories: Finance, Investing, Marian Financial|Tags: , , , , , , |

If you're 70-1/2 this year or older, the IRS requires you to take distributions from your Traditional or SEP IRA accounts.  These are referred to Required Minimum Distributions (RMD's). We have most of our investor's setup for [...]

4 11, 2013

How to Talk to Clients About WHAT?

By |2013-11-04T17:33:12-05:00November 4th, 2013|Categories: Investing|Tags: , , , , , , , , , |

I found an article in a recent financial trade magazine with tips on how advisors can introduce speculative investments to their investors.  It's natural for investors to be emotional regarding investing.  Many times doubt can erode [...]

Load More Posts