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2018 Spring Newsletter

  OUR THOUGHTS Tax Reform: Before and After Please click the link to a very simplified summary of the changes that may affect you as a result of the 2017 Tax Cuts and Jobs Act. http://www.rfcplan.com/resource-center/tax/tax-r eform-before-and-after Charitable Gifting From Your IRA and Potentially Avoiding Income Tax Referencing a previous RFC newsletter, Qualified Charitable Distributions "QCDs" may...
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2017 Fall Newsletter

OUR THOUGHTS Retirement Traps to Avoid Please click the link below for a fun approach to helpful reminders as we work together to build and review your financial plans. http://www.fmgwebsites.com/480da2d4-b47c-48fa-a347-0d7342f7e028/resourcecenter/ retirement/retirement-traps-to-avoid RFC NEWS You may have noticed some new faces in our recent e-mails and on our website. We're excited and blessed with the growth of RFC and thank...
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2017 April Newsletter


A Conversation You Need with Aging Parents

Dan Taylor faced a precarious situation after his father suffered from a stroke at age 72 and couldn't live alone. Dan was responsible for looking after him and had no idea how to proceed. He was overwhelmed by the plethora of options and was determined to find a...
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