While political issues aren’t necessarily a common influence on financial planning, the newly passed Setting Every Community Up for Retirement Enhancement (SECURE) Act could affect your retirement plan, as well as your taxes and estate plan. Notably, the SECURE Act could affect how you pass on assets to your heirs, as well as the age…Read More →
Financial Dynamics & Associates and clients donate toys and money to local nonprofits. MIDLOTHIAN, Virginia—Financial Dynamics & Associates has great clients—we’ve always known that. And at the start of this holiday season, they stepped up to the plate once again to donate toys and cash to two community nonprofits. Our financial advisory firm got the…Read More →
For the past decade, the U.S. stock market has been on a bull run, with stock prices trending up and indexes such as the Dow Jones Industrial Average and the S&P 500 reaching all-time highs. However, markets naturally operate in cycles, with some periods of growth and some periods of market downturns. Thus, at some…Read More →
Saving for retirement and figuring out a long-term financial plan can be challenging, but you may find it significantly easier to reach your financial goals when you have a solid road map to follow. That means more than just picking out investments with a financial planner. Getting on the right path also means adopting the…Read More →
While there are dozens of factors to consider when building your retirement plan, our team of financial advisors in Chesterfield, VA, have put together this checklist of the top 10 items to review so that you can feel more confident with your plan. By reviewing these factors and identifying areas for improvement, you can…Read More →
Although you may implicitly know some of the best practices for retirement planning, investors too often go against commonsense decisions and make mistakes that hurt their retirement savings. Part of the reason why people go against common sense is that they lack a solid financial plan that allows them to stay on course through…Read More →
Virginia native serves as an advisor and retirement planner at our Midlothian advisory firm. MIDLOTHIAN, Virginia—Financial Dynamics & Associates, Inc. announced today that Kevin Buenvenida recently joined the advisory firm as an advisor and retirement planner. “We are thrilled to have Kevin join our firm,” said Isaac Wright, Financial Dynamics’ president. “He brings not only…Read More →
Building up your retirement savings is only half the battle; once you reach retirement, figuring out how much you can withdraw without running out of money is the other half. It’s a calculation that can be difficult for many retirees to figure out on their own. To simplify matters, many retirees follow a rule of…Read More →
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