Apr 112 minApril Quarterly Newsletter - 2022Highlights of this Newsletter: LVM welcomes Nicholas Macksood as an Associate Advisor Jordan Rummel awarded the Chartered Retirement...
Jan 104 minJanuary Quarterly Newsletter - 2022Highlights of this Newsletter: Tax Topics to Discuss With Your CPA How Safe is Your Password? Charitable Giving Can Be A Family Affair...
Oct 6, 20214 minOctober Quarterly Newsletter - 2021Highlights of this Newsletter: Government-Approved Inter-Family Loan Rates LVM's Sahana Madhanagopal passes CFA Level III exam! Congress...
Jul 20, 20216 minJuly Quarterly Newsletter - 2021Highlights of this Newsletter: Five-Minute Finance with LVM Capital Podcasts Considerations when Making Gifts to Children Life Insurance...
Apr 6, 20215 minApril Quarterly Newsletter - 2021**************************************************************************************Congratulations to Nicholas Macksood on being...
Jan 11, 20215 minJanuary Quarterly Newsletter - 2021Highlights of this Newsletter: Celebrating 20 years at LVM - Charles Prudhomme and Linda Crawford IRS Issues New RMD Tables for 2022! LVM...
Sep 30, 20205 minOctober Quarterly NewsletterHighlights of this Newsletter: Celebrating 30 years at LVM - David Cleveland and Len Harrison Surge in COVID-19 Scams Incapacity and...
Jul 6, 20205 minJuly Quarterly NewsletterMore Retirees can roll over RMDS this year...But you only have until August 31 to do so. The Internal Revenue Service will permit more of...
Apr 3, 20203 minApril Quarterly NewsletterThe CARES Act and What it Means for You In response to the unfolding COVID-19 global pandemic, the Federal Reserve has taken some...
Jan 1, 20204 minJanuary Quarterly NewsletterLVM Client Vault Portal Updated To take advantage of enhanced software capabilities and automate the secure delivery of reports to you,...
Oct 11, 20194 minOctober 2019 Quarterly NewsletterYear End RMDs and QCDs Individuals often save their entire working lives for one specific day, their retirement date. There are a host of...
Apr 1, 201912 minApril 2019 Quarterly NewsletterAdvance Directives in the Real World Many people wait too long to create advance health directives and designate a health care surrogate,...
Jan 1, 20198 minJanuary 2019 Quarterly NewsletterHappy New Year! As we turn the calendar to 2019, it reminds us to look back at 2018 with appreciation. 2018 was a special year for LVM as...