Randall Fewel, former president and CEO of Inland Northwest Bank, remains in touch with some of his one-time counterparts in the banking industry, but he’s really enjoying being out of the business
For some retirees, seeking how to limit tax implications of taking required minimum distributions from their savings, a qualified charitable distribution might be the solution, writes attorney and wealth planner Beau Ruff.
Loran Graham Co. has experienced significant growth of its managed assets and volume of clients since the company's founding in 2008, due to a growing acceptance of faith-based investing.
For some people transitioning savings to retirement income, being too conservative with investments won’t have the intended effect of protecting principal over the long term, writes retirement income specialist Michael Maehl.