What is an RMD and Do I Need One?
As we approach the end of the year, many investors might be needing to take a required minimum distribution (RMD) from a retirement account, either one that they own...
Importance of Keeping Perspective by Jack Moller, CFP®
Before writing this post, I looked up Webster’s online dictionary and, among others, found the above definition for the word “perspective”. And, honestly, as I recently “celebrated”...
How to Talk to Your Adult Children About Your Estate Plan by Nancy Fehrenbach, CFP®, CFA
Estate planning is a topic that is important to discuss but many people avoid talking about it with loved ones. We don’t want to bring up the difficult topics of declining...
Inflation, Recession, War...Oh, My! by Jack Moller, CFP®
“It’s the Economy Stupid!” (credited to Bill Clinton’s campaign manager James Carville in the 1992 presidential race) After several crazy years with the focus on Covid...
Capitalization-Weighted Versus Fundamental Indexing by Brian Fritzsche, CFP®, CFA, CRPC®
A key tenet of Moller Financial Services’ investment philosophy is to utilize index funds to get low-cost exposure to the various asset classes that make up an investment...
Inflation and a Financial Plan by Nancy Fehrenbach, CFP®, CFA
You cannot turn on the TV or read a newspaper without seeing articles talking about inflation lately. While you may hear economic data reported from time to time...
