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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

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  2. AMR, Financial Planning for Life Milestones Part 3

AMR, Financial Planning for Life Milestones Part 3

Feb 3, 2021

AMR continues the discussion on financial planning for life milestones - college, divorce, and retirement.

Are you familiar with the 4% rule of thumb for withdrawing retirement funds once you reach 65 years of age? AMR suggests developing a thoughtful model that takes into account different variables – like how you like to invest, spending patterns, and other circumstances.

If you are going through a divorce, it is important to get organized and know the details of your financial picture. A Certified Divorce Financial Analyst (CDFA®) can help with the financial planning aspects of divorce.

And don’t forget that Required Minimum Distributions (RMDs) must be taken in 2021.