header shape
header illustration arc

Recent Changes to RMD Rules

By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions

The Rules governing Required Minimum Distributions (RMDs) have been a moving target over the past several years. The SECURE Act of 2019, SECURE Act 2.0, and several related IRS decisions made...
Read More

The Florida Retirement System Investment Plan

By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions

In our previous blogs, Let's Dive Into the Florida Retirement System and The Florida Retirement System Pension Plan, we learned more about the FRS and the opportunities the Pension Plan offers. Now,...
Read More

The Florida Retirement System Pension Plan

By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions

In our blog post, Let's Dive Into the Florida Retirement System, I provided an overview of the Florida Retirement System (FRS), a state-sponsored retirement plan for certain public sector employees....
Read More

Let's Dive Into the Florida Retirement System

By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions

Congratulations! Regardless of where you're at in your career, you're on your journey to retirement. Some may be just weeks away from their final days, while others are just beginning their journeys....
Read More

Financial Wellness

By Richard D. Bernard | MBA, CFP®Financial Advisor
Government Pensions

The life span of Americans has increased dramatically over the past several decades. Much of this increase is due to the shift in focus from treating conditions after they occur to preventing them...
Read More

SEARCH BY Keywords

  • There are no suggestions because the search field is empty.