In the linked article excerpted from the forthcoming book Your Complete Guide to a Safe and Secure Retirement, our guru Larry Swedroe and BAM Alliance Advisor Katie Keary explore the unique challenges women face from financial and life circumstance related to long-term retirement planning. This informative article goes in depth on 12 challenges uniquely faced […]
About Sarah Rasmuss
Posts by Sarah Rasmuss:
Lumia Wealth: Shining a Light on Your Financial Path After 16 years of doing business as Cornerstone Wealth Advisors, the firm has rebranded itself Lumia Wealth. Lumia conveys light, illumination, and clarity. Wealth advisors Brian Brush, David Imhoff and Sarah Rasmuss made the change in order to better differentiate the name of the firm and […]
Over age 70 ½ and have an IRA? Also give to charity? Consider using Qualified Charitable Distributions to reduce your taxable income and lower your tax bill.