Transcript: Tom Vaughan: Hello, everybody, welcome to Monday, the S&P 500 was up just a little bit more than a quarter of a percent today. And it was really interesting at the beginning of the day, it was down quite heavily actually and waiting for some downturn to happen. And I thought, well, maybe this
Never Too Young to Get a Financial Plan Transcript: Katie Nealis: We got another question and asking At what point should I get a financial plan? Tom Vaughan: Yeah, that’s kind of interesting. I think the youngest person I’ve done a financial plan for is 22. And that was no problem. So really, there isn’t
Tom Shows Us How RMDs are Calculated Transcript: Katie Nealis: So as you mentioned, someone last week asked us to dive a little deeper into how required minimum distributions are calculated, and how much taxable income they may expect. Tom Vaughan: Okay, so requirement of distributions, also known as rmds, are really a critical component