George Clarke

Market Commentary - April 2019 - Key Retirement and Tax Numbers; Hybrid Funds, Lifestyle or Target? and more

In This Issue:

  • Key Retirement and Tax Numbers
  • Hybrid Funds, Lifestyle or Target?
  • What Happened to Your Money?

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Pros and Cons of a Reverse Mortgage

Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some experts consider a reverse mortgage a last resort of sorts, depending on your own financial situation, a reverse mortgage may be helpful.

The extraordinary power of planning

By Amy Masters, CFP®

It’s tax season at our offices right now. As a financial advisor, that means that I’m spending all of my days sitting down with clients to review their 2018 taxes and put a plan in place for the current year. What has surprised me this year? The number of people who have come in worried about their returns.

What to Do With My Unspent RMDs? (Podcast)

By Byron Moore, posted February 20, 2019

The following segment first aired on KEDM 90.3.

You get sent a Required Minimum Distribution every year, but what should you do with it?

Click above to play/pause audio.


Fun Facts about Funding Your IRA

IRA Types and Eligibility Regulations

As part of our financial planning services, we often get questions about whether to make contributions to a Traditional IRA, Roth IRA, etc.

Get Rid of the Gold Diggers (Podcast)

By Byron Moore, posted February 13, 2019

The following segment first aired on KEDM 90.3.

You have life insurance so your spouse will be protected in the case of your death. But what if someone tries to take advantage of that money?

Click above to play/pause audio.


5 Things to Teach Your Kids About Finances

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the latest gadget, to some dreadful snack that features something gooey and/or messy. It’s also safe to bet that many of these kids run to their parents, wanting to buy some or all of these items.

Plan Sponsors Ask: February 2019


Provided by Doug Fletcher

Q: We had two participants leave our company this year with outstanding 401(k) plan loans. We’ve heard the tax law passed in December 2017 may impact those loans. What can you tell us?​

The Return to Volatility: Part II

The Return to Volatility:  Part II                                                                  By Jonathan V Bever

Investing from the end of the diving board

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