by Bryan Wisda, CFP® | Feb 6, 2022 | Advanced Planning, Financial Planning, Retirement Planning, Wealth Management
In the last couple of years we have seen some pretty dramatic changes to Individual Retirement Accounts. First, the IRS delayed the start of Required Minimum Distributions (RMDs) until age 72; previously you had to start in the year you reached 70 1/2 years old....
by Bryan Wisda, CFP® | Jan 17, 2022 | Wealth Management
Almega Wealth Management is a Fee-Only Registered Investment Advisor, but what does it mean to be Fee-Only? There are three basic ways in which financial advisors are compensated:1. Commission-based model2. Commission and fee model3. Fee-Only model A commission based...
by Bryan Wisda, CFP® | Sep 1, 2021 | Advanced Planning, Relationship Management, Wealth Management
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur unnecessary risk. That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture—not simply...
