Lots of great facts. We always like to utilize the 6.5% rule (you can withdraw this portion of your retirement funds while not diminishing your principal, on average)
Archive for May, 2017
Meet the team at Whiteford Wealth Management, Inc. Each team member is focused on meeting your needs whether they be they your child’s college savings or your retirement portfolio.
Kevin S. Whiteford is currently the owner and operator of Whiteford Wealth Management, Inc, and Whiteford Tax &
Financial Services, Ltd., located in South Haven, Michigan.
June 2018, Kevin Whiteford went to Florida to meet with some of the most knowledgeable tax preparers in the country. They discussed the recent tax changes, and their implications. In addition, he took classes for his continuing education.
May 2018, Kevin Whiteford and Scott Whiteford went to South Carolina to meet up with some of the top agents at Cambridge Investment Research. They networked and discussed market outlooks for 2018.
October 2017, Kevin Whiteford went to Las Angeles, CA to meet with the key fund managers of American Funds.
They discussed current asset allocations and went through and in-depth analysis of current economics, and strategies for the rest 2017 and 2018.
September 2017 Kevin Whiteford, Tom Sharwarko, and Scott Whiteford spent time in Dallas, TX with many of the advisors from Cambridge Investment Research, Inc. Here they obtain the classes needed to maintain their license, and learn about what the new DOL regulations will mean for the industry.
404 Broadway Street, South Haven, MI 49090 & 9405 Bormet Dr Mokena IL 60448
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC.
Advisory Services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Advisor.
Cambridge and 360 Financial Group are not affiliated.
This communication is strictly intended for individuals residing in the states of
AZ, CA, IA, NC, FL, MS, PA, SC, CO, IL, IN, MI, TX, WI, UT, LA, OH.
No offers may be made or accepted from any resident outside the specific states referenced.