When it comes to minimizing taxes, it could be advantageous to work with a fiduciary advisor along with an accountant or CPA when creating a tax plan that’s right for…
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The best way to maximize your tax savings is to get started well before Tax Day comes. Whether you’re in a high tax bracket or a lower one, you can…
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You’ve heard of 401(k)s and IRAs as retirement savings vehicles—and you may already have a solid investment strategy using one or both of these account types in your retirement plan.…
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One of the most difficult decisions about retirement is deciding where to spend it. Whether you live in Richmond already and are deciding whether to stay, or you’re considering moving…
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Are you making excuses to avoid thinking about retirement? Sometimes people say they’re not ready to retire because they’re afraid they can’t afford to retire. Even if you really don’t…
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Has the coronavirus pandemic affected your retirement plan? Like many Americans, you may be worried about your ability to retire on time (or at all) because of the health and…
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Virginia native has provided financial planning at Midlothian firm for over 5 years. MIDLOTHIAN, Virginia—Financial Dynamics & Associates is proud to announce that Advisor and Retirement Planner Ricky Lafon has…
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With the stock market experiencing volatility due to COVID-19, and with economic uncertainty high, you may be concerned about the health of your retirement plan assets. Yet rather than looking…
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As the coronavirus crisis has shown, the unexpected can happen at any time, threatening both health and finances. While that doesn’t mean you should panic, high-income earners may want to…
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While the coronavirus pandemic and associated economic and stock market declines may cause you to consider putting retirement plan contributions on hold, it’s important to stay focused on your long-term…
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