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Joshua Rigden
Feb 25, 20212 min read
Elder Care Discussions
Emotions involved with caring for the elderly can seem almost as overwhelming as the finances. As your loved ones age, what topics must...
Joshua Rigden
Feb 25, 20212 min read
Aging Parents and Money
Getting old is hard. Your parents’ ability to manage their own finances may decline as they age. Helping them with money matters is a...
Joshua Rigden
Feb 9, 20211 min read
RMD Strategies to Help Ease Your Tax Burden
Many people who save money in traditional 401(k)s, Individual Retirement Accounts (IRAs) or other tax-deferred investment vehicles do so...
Joshua Rigden
Feb 4, 20211 min read
How Are Revocable and Irrevocable Trusts Taxed?
For the most part, trusts don’t pay taxes on their income, instead passing the income through to the trust beneficiaries. But when they...
Joshua Rigden
Feb 4, 20216 min read
The Need for Disability Income Protection
Imagine what would happen if your ability to earn income were to suddenly disappear. What would your life look like? Even though your...
Joshua Rigden
Jan 21, 20213 min read
4 Uses of an Advisor
What is the value of a financial advisor? The personal touch. Here are four stories of how flesh-and-blood advisors you meet in person...
Joshua Rigden
Jan 14, 20213 min read
12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents...
Joshua Rigden
Nov 13, 20202 min read
Avoiding 401(k) Mistakes
A lot of 401(k) investors end up making the same mistakes when choosing their investments. The results are low returns and unbalanced...
Joshua Rigden
Nov 4, 20203 min read
IRS Makes Annual Inflation Adjustments for 2021
The Internal Revenue Service announced annual inflation adjustments for the 2021 tax year for more than 60 tax provisions, including...
Joshua Rigden
Apr 8, 20203 min read
10 Insights for Business Succession Planning
While there are many ways to approach succession planning, here are some basic steps to help you create a comprehensive plan: Start now....
Joshua Rigden
Apr 2, 20204 min read
What Do You Really Know About Bear Markets?
The Coronavirus Bear kicked the 11-year bull off of Wall Street very fast A “bear market” occurs when stock prices in general are...
Joshua Rigden
Apr 2, 20203 min read
While coronavirus rages, bitcoin has made a leap towards the mainstream
Anyone holding bitcoin would have watched the market with alarm in recent weeks. The virtual currency, whose price other cryptocurrencies...
Joshua Rigden
Apr 2, 20201 min read
Health Care, Food and Savings Profit from Pandemic
U.S. consumers have said they wanted to spend more money on fresh food and preventative health care and also put more money away in...
Joshua Rigden
Mar 19, 20203 min read
The Coronavirus and Dollar-Cost Averaging
Smart investors don’t try to time the market for long-term success Investors have been whipsawed during late February and early March....
Joshua Rigden
Mar 19, 20202 min read
The April 15th Tax Deadline is Now July 15th
Treasury Secretary Steven Mnuchin announced that the U.S. Department of the Treasury is delaying the April 15th deadline to pay taxes by...
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