Author archives for Thomas Fridrich

    RMDs on Inherited Retirement Accounts in the Age of the SECURE Act

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    RMDs on Inherited Retirement Accounts in the Age of the SECURE Act

    Tom Fridrich, Senior Wealth Planner    Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well. 

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    To Give Now or Give Later?

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    To Give Now or Give Later?

    Tom Fridrich, Senior Wealth Planner    You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and that you’re in a place where you’re figuring out whether to tran …

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    7 Tips to Help Protect Your Money Against Scams

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    7 Tips to Help Protect Your Money Against Scams

    Whether perpetrated over the phone, via text, by email or online, financial fraud is a crime that unfortunately just keeps growing. Earlier this year, the FTC reported that it received 2.8 million reports of fraud from consumers in 2021, with losses estimated at $5.8 billion – a hefty 70% i …

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