The new tax law revives the tax break for people who transfer required minimum IRA distributions directly to charitable organizations. See this link to Kiplinger article explaining the details. photo credit: DonkeyHotey
Ah, the proverbial BUDGET. It sure is tough these days to find a personal finance website not encouraging you to create a personal budget for your household. And sure, why not? It certainly makes sense to know where your money is coming from, and where it is going. But let’s be honest, doing personal budgeting [...]
OK, OK, OK, the Social Security Trust Fund is insolvent. Or…it’s going to be insolvent…or maybe not…but not until 2037. Enough already! On any given day you can scour the Internet for horror stories of how Social Security “isn’t going to be there” when I retire. And often times, current retirees have the mistaken belief [...]
Lansdowne Wealth Management, LLC (“LWM”) is an independent wealth management firm based in Mystic, Connecticut that offers financial retirement strategies backed by education, knowledge, and experience that are supported by proven industry research. Our clients depend on us to provide personalized, thoughtful service and advice. As a fee-only Registered Investment Advisor, we present you with objective, [...]
About Robert Henderson
Robert Henderson is founder and President of Lansdowne Wealth Management, serving the retirement planning and investment needs of families and individuals in Connecticut and surrounding states.