10/04/2022
If you would like to know more about Long Term Care Insurance or planning, please join us at one of our free informative luncheons. Please click on one of the links below to register.
October 11th - Free Lunch and Learn -
https://live.vcita.com/site/90v1gohqfnjc0bb8/online-scheduling?service=rsa17ja2hfmygxok
October 18th - Free Lunch and Learn -
https://live.vcita.com/site/90v1gohqfnjc0bb8/online-scheduling?service=xc9ot2rxkd3rrfmy
02/08/2022
Biztown today with this awesome group!
12/02/2021
We hope that all of our wonderful friends and clients have a blessed Christmas and New Year!! The Farquar Family 2021!!!!
04/03/2021
Top 3 Retirement fears
America's Retirement Fears - FIAinsights Research and Insights
Americans are most afraid of their money running out before their life runs out, and almost equally afraid that while they are alive, they won’t have the funds to enjoy their life and cover basic necessities. Learn More.
12/16/2020
https://www.kiplinger.com/article/retirement/t045-c032-s014-stay-on-top-of-rmd-rule-changes-for-2020.html
Stay on Top of RMD Rule Changes for 2020 | Kiplinger
Between the SECURE Act and the CARES Act, the landscape has changed for RMDs this year. You don’t need to take one, for instance. And if you already have, you can probably undo it.
06/06/2020
Retirees Get a Break on IRA Distributions
The IRS is expected to come out with additional guidance, but here's what we know so far.