Advice For Life | Atlanta's Financial Planning Blog

Sometimes You Should Retreat Before Pressing On

Wednesday, February 01, 2017 Bookmark and Share

Before modern military tactics were developed, it was common for the General to move to an elevated position to observe the battle. Typically, soldiers fighting face-to-face with their enemy were so focused on survival that they lacked perspective on whether they were winning or losing until the battle was over. The General’s view, however, prompted adjustments to increase the likelihood of victory.  

Video: What Is Per Stirpes Distribution And Why Do I Need It?

Thursday, February 12, 2015 Bookmark and Share

A question you should ask your financial advisor is: do my IRA and 401k documents provide for "per stirpes" distributions to my heirs? Find out more about this important provision on this week’s Advice For Life blog.


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