Sandi discusses planning for blended families in her article published in Morningstar.
Almost weekly, the press announces another large corporation deciding to terminate their defined benefit retirement plans. Use this framework to help your clients make the best distribution decisions.
Helen discusses inherited individual retirement accounts in the January 17, 2014 “Untangling Mistakes with an Inherited IRA” article by Zack Anchors.
Helen is quoted in the Northern VA Magazine article “Good to Grow” By Sabra Morris.
Personal Financial Planning by Joseph Hight (Northern VA Magazine, Jan 2013) Helen is quoted.
Beware the Beneficiary Form (WSJ.Com July 6, 2011). Helen Modly is quoted.