260-490-2084

Qualified Charitable Distributions:

  Here is a question we received last week by email.  Remember Tradewell  Tax and Financial is a full service firm and we take a hard focus on taxes.  Here is the question: I will turn 70 1/2 on January 15, 2020. I plan to begin taking RMDs on a monthly basis...

Fiduciary-VS-Suitability

Consider with me the number of 300,000.  Do you have any idea what this number represents? This is the  approximately the number of people in this country who are licensed to manage your life savings. In other words, that’s the number, the approximate number of people...

Your Money With Mike

  Your Money With Mike – 10.11.2019 Financial Tools: In this week’s podcast, Mike talks about using the right tools for the job. Mike went to install a picture using the wrong tools and it did not end well. We understand that using the right tools for...

Your Money With Mike – 09.27.2019

 Your Money With Mike – 09.27.2019Health savings accounts (HSA) are used to help save for the cost of healthcare on high deductible plans.  In this week’s podcast, Mike talks about Health Savings Accounts....