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This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for Part II of a Q&A series on life events, investments and general financial planning.
In Part II, Mike and Nick turn their attention to investment planning, tackling some of the most common questions investors face: When is a good time to invest? Should you...
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, for a practical life events financial planning case study focused on three major financial decisions many families face: buying a house, paying for a child’s college, and deciding what to do with an inheritance.
In Part I of this case study, Mike and Nick walk thr...
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, to break down one of the most important and often misunderstood topics for beneficiaries of retirement accounts: Inherited IRAs and the IRS rules that apply to them.
When you inherit an IRA, the rules for taking distributions can be very different from the rules t...
This week on Financial Planning: Explained, host Michael Menninger, CFP®, welcomes back Nick DeVito, CFP®, to walk through a practical estate planning and inheritance case study involving a daughter who is trying to piece together her late father’s financial affairs.
In this real-world scenario, the daughter is struggling to track down important assets, including her ...