Maddie Montanye
That First RMD from Your IRA
When you reach age 70 1/2, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s), 401(k)s...
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Blog
Maddie Montanye
- Sep 18, 2019
- 2 min
Are Women Investing Enough?
Are women saving and investing enough today? How about you? Do you feel financially prepared for the future? Taking control of your...
Maddie Montanye
- Sep 4, 2019
- 2 min
Global vs. International: What's the Difference?
For investors who are looking to diversify their portfolio with exposure to companies located outside the U.S., there exist two basic...
Maddie Montanye
- Aug 27, 2019
- 3 min
Living Trusts Explained
Everyone should have a will. If you die without a valid will in place, state law will determine how your assets are distributed to your...
Maddie Montanye
- Aug 15, 2019
- 3 min
Your Diversified Portfolio vs. the S&P 500
“Why is my portfolio under performing the market?” This question may be on your mind. It is a question that investors sometimes ask after...
Maddie Montanye
- Aug 8, 2019
- 3 min
A Bucket Plan to Go with Your Bucket List
The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50!...
Maddie Montanye
- Aug 2, 2019
- 3 min
When Alzheimer's Disease is Diagnosed
Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer’s disease can be that stunning. If your parent is...
Maddie Montanye
- Jul 26, 2019
- 2 min
Getting a Head Start on College Savings
The hows and whys of college savings. The American family with a child born today can expect to spend about $233,610 to raise that child...
Maddie Montanye
- Jul 17, 2019
- 2 min
Healthcare in Retirement
Planning for healthcare costs during retirement can be overwhelming. Here are three tips to help you get started. #1 – Inflation will...
Maddie Montanye
- Jul 8, 2019
- 1 min
It's Called Financial Advising for a Reason
There seems to be a misconception about what a financial advisor actually does behind the scenes. People imagine our team watching...
Maddie Montanye
- Jun 27, 2019
- 2 min
Diversification, Patience, and Consistency
Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying...
Maddie Montanye
- Jun 21, 2019
- 2 min
Tax Moves to Consider in Summer
Summer is a time for picnics, trips to the beach and cookouts. But, did you know that there are some key tax moves you could be making in...
Maddie Montanye
- Jun 11, 2019
- 2 min
The FIRE Movement
Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is...
Maddie Montanye
- May 28, 2019
- 2 min
Keep Calm, Stay Invested
Expect volatility, but avoid letting the headlines alter your plans.
Maddie Montanye
- May 22, 2019
- 2 min
Is Your 401(k) Plan as Good as it Could Be?
Answer these questions to decide if your 401(k) plan is as strong as it could be! How often do retirement plan sponsors check up on...
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