Filtering Out Good Financial Advice vs. Financial Advice That’s Good for You

Brian Fricke, CFP®Investing

  These financial “gurus” reach millions of people a day, and for the most part, give pretty good advice. However, that doesn’t mean that their advice is good for you. Why? The financial shows they advise for are geared towards the sound bite; entertaining, generic, broad, and quick. For example, a common piece of advice given is that a Roth … Read More

Entire IRA lost due to a distribution error

Brian Fricke, CFP®IRA, Trusts

Trusts are complicated. IRA required minimum distribution rules are complicated too. When you mix the two together by naming a trust as an IRA beneficiary, bad things can happen. Here’s an example…