For those who reached the age of 70 ½ and are required by the IRS to take a mandatory distribution from their tax deferred retirement accounts, the first quarter of the year provides a good planning point to determine the most effective way to satisfy your Required Minimum Distribution (RMD) in 2014. The most common ways … Continued
The beginning of any new year is a time for resolutions, like eating well, exercising, and flossing regularly. It is also a good time to think strategically about your financial life and, if necessary, resolve to implement a seasonal planning process that could make you “financially fit” by year end. A good place to start … Continued
A neighbor growing up used to say that the “best thing about retirement is Monday morning.” While this may be true, as I write this – knee deep in a work day morning – it occurs to me that having a strategy that maximizes your social security benefits is another more tangible perk of retirement. … Continued
Much like the annual visit to the doctor’s office, year end is a good time to review the state of your financial health. Here at Sand Hill Global Advisors, we regularly discuss these topics with clients, as they are important reminders to keep you financially fit. • Year End Tax Planning. Consult your CPA or tax advisor … Continued
In my 15 years of working with clients at Sand Hill Global Advisors, the topic that comes up more than any other is retirement planning. For many clients, there is excitement surrounding retirement. For others, there is concern as they begin to view their portfolio as a finite pool versus a roaring river. In order … Continued