Inherited an IRA? The new rules apply. (Finally)

These rules can be complex and there can be circumstances where the 10 - year rule doesn’t apply for non-spouses. These are called “Eligible Designated Beneficiaries.” 

 Exercise for aging people: where to begin, and how to minimize risk while maximizing potential

In this special episode, Peter addresses the common questions about starting or returning to an exercise routine over the age of 50.

Average Wedding Costs by State

In this graphic, we visualize the average wedding costs in the U.S. by state (excluding Alaska and Hawaii), according to data compiled by The Knot as of December 2023, which surveyed 9,318 couples across the country.



Did You Know?

When you buy shares of stock on the open market, you’re not directly investing in the company. You’re buying ownership from other investors.

Selling a Home?

Selling your home is an exciting time, but once tax season rolls around, you could be taxed for the capital gains on your sale. There are some exceptions, and it can get a little confusing, so let’s clear up what capital gains taxes are, and how you can avoid them when selling your home...

This rare, intelligent species of crow is taking flight in Hawaii again

For the first time in years, a rare bird is flying free in the forests of Hawaii.

Recipe of the Week

Foil-Roasted Blackberry Peach Crisp

Not just for cookouts, these fruity packets can also be baked in the oven! 

Until next week...

Wishing you good health and happiness. If you have any ideas you would like to see in the newsletter, reply to this email and let us know — We’d love to hear from you!