Posts by Julie Finney

Author Blog Post Archive

  1. The Value of Holistic Retirement Planning

    Your savings won’t be the only thing you need to consider when it is time to retire. Rather, you want to approach your retirement with a clear picture of your entire financial well-being, so ask yourself: Do I know my real net worth? Are my finances in a state of disorder? Do I know my […]

  2. Planning for a Successful Retirement: Beware of Retirement Pitfalls with These Pillars of Protection
  3. Cutting Through the Misinformation: When to Start and How to Maximize Your Social Security Benefits
  4. Understanding the Rules of Required Minimum Distributions (RMDs)

    A Required Minimum Distribution (RMD) is defined as how long you, as the taxpayer (and after your death, the beneficiary), may defer withdrawals from your retirement account. When it comes to Required Minimum Distributions (RMDs) there are many, many rules and you soon realize that the more you know about RMDs, the more you find out […]

  5. Why You Need to Make Beneficiary Planning a Priority