"The importance of having a financial plan" by Julie Jason
This column, originally published in May 2018, explains why people who plan have better financial results.
"Now is no time to abandon the investment ship" by Julie Jason
This column, originally published in October 2008, provides an important perspective for investing during uncertain times.
"10 days left to reverse your 2020 RMD" by Julie Jason
An important deadline is fast approaching that applies to anyone who wants to reverse an RMD (required minimum distribution) from a retirement account in 2020
"Transitioning to new RMD rules thanks to the SECURE Act" by Julie Jason
As anticipated, the president signed the SECURE Act into law on Dec. 20. As a result, beginning in 2020, RMDs will be subject to some new rules.
"Good News for Early Bird RMDs" by Julie Jason
When I wrote about the suspension of required minimum distributions (RMDs) for 2020 by the CARES Act, I received a number of emails from readers who could not take advantage.
"The new CRS is on its way to you" by Julie Jason
By the end of this month, investors will have available an easy way to distinguish between financial professionals, thanks to the U.S. Securities and Exchange Commission.