Required Minimum Distributions (RMDs): Rules Investors Should Know
The end of the year is usually when retirees have to take their required minimum distributions (RMDs). However, this year, seniors don’t have to take
We’re excited to announce that The Humphreys Group is now part of Treehouse Wealth Advisors.
The end of the year is usually when retirees have to take their required minimum distributions (RMDs). However, this year, seniors don’t have to take
“A picture is worth 1,000 words.” For most of us, hearing this well-worn adage brings to mind powerful images that impress us by conveying compelling,
A new house. A college education. A vacation. A car. Home expenses. Life costs. Personal indulgences … they all add up, don’t they? For most
Look up the word “intention,” and you’ll find a number of synonyms: Aim. Purpose. Objective. Goal. Target. End. Design. Plan. Resolution. Ambition. Desire. Idea. Dream.
Back-to-school month is winding down and another year is peeking around the corner, but for many of us who parent, these months mark a time
Saving for retirement versus paying for college tuition? For those of us who are parents or legal guardians of school-age children, this is one of the
“It’s the root of all evil.” “It’s what makes the world go ‘round.” “It can’t buy happiness and it doesn’t grow on trees.” At some
Elephants are magnificent creatures, aren’t they? Large, loyal, united by long memories and part of complex families, they exude power and presence (and sometimes a
The American author, Annie Dillard, once said: “How we spend our days is, of course, how we spend our lives.” For many of us, our
The Humphreys Group is a tradename of Garrison Point Advisors, LLC. Accordingly, The Humphreys Group investment professionals provide services as investment advisor representatives of Garrison Point Advisors, LLC, doing business as “Treehouse Wealth Advisors” (“TWA”), an investment advisor in Walnut Creek, CA registered with the Securities and Exchange Commission (“SEC”). Investment advisory services are offered through Garrison Point Advisors, LLC, a Registered Investment Advisor. Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.