by Cheryl Norman | Dec 10, 2024 | Blog Post
Still considering your Required Minimum Distribution options for 2024? As the end of the year approaches, it’s essential to address your Required Minimum Distribution (RMD) obligations. If you’re 73 or older, you must take your RMD by December 31, 2024. The SECURE Act...
by Cheryl Norman | Nov 19, 2024 | Blog Post
The holidays are near and last year one third (34%) of all Americans went into credit card debt shopping for gifts. These numbers are trending down slightly, from 35% in 2022 and 36% in 2021 bringing the average debt packed on during the holiday rush to $1,028 last...
by Cheryl Norman | Apr 16, 2024 | Blog Post
As springtime approaches, it serves as a timely reminder of the importance of planting seeds for future financial enjoyment. Just as a gardener carefully tends to their garden, if we nurture and cultivate our investment portfolios, we can help maximize the opportunity...
by Cheryl Norman | Mar 7, 2024 | Blog Post
According to the IRS, the average non-business taxpayer invests a total of nine hours completing their income tax return. This includes an average of three hours for organizing records, one hour for planning, three hours for preparing the return…, hours...
