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SECURE ACT 2.0

by Tony Van Gelder | Apr 1, 2022 | Congress, Retirement

“Secure Act 2.0 passed in the house of representatives this week. Read here about some of the key items included in this retirement bill.”

Remember the IRA Contribution Deadline

by Tony Van Gelder | Mar 25, 2022 | Investing, Retirement, Tax Concepts for Retirement

“Remember that you have until tax time to make IRA contributions for the 2021 tax year! Have you made your contribution yet?”

Caring for Aging Parents

by Tony Van Gelder | Feb 24, 2022 | Estate Planning, Health Care, Housing, Medical Expenses, Retirement, Social Security, Uncategorized

“What difficulties or learnings do you have from caring for aging parents?”

Diversification Isn’t Always Fun

by Tony Van Gelder | Feb 18, 2022 | Investing, Portfolio Diversification, Retirement, Uncategorized, Weekly Financial Thought

“Diversification Isn’t always fun but can be so helpful in volatile markets like we’ve been experiencing lately!”

The RMD Surprise for Retirees

by Tony Van Gelder | Jan 21, 2022 | Retirement, Tax Concepts for Retirement, Weekly Financial Thought

“It’s important to know how Required Minimum Distributions will impact you in Retirement. Read these tips to ensure you are prepared!”

Obtaining the CFP® Designation

by Tony Van Gelder | Jan 14, 2022 | Estate Planning, Financial Planning, Retirement, Weekly Financial Thought

With only 15% of registered representatives being Certified Financial Planners ™, it’s important to ensure the qualifications of the financial advisor you decide to engage!

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Van Gelder Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, FL, ID, IL, IN, MO, NV, OH, TN, TX, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

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