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Recent blog posts by Maria Bruno
One of the most rewarding aspects of my role is to help address questions from our clients. Recently, a client and avid reader of our In the Vanguard newsletter submitted a comment about required minimum distributions (RMDs) from retirement plans … Read more
Higher education is expensive—frighteningly expensive. For most parents, providing for their children’s college education is second only to retirement as their largest investment goal. But even with diligent saving, the first tuition bill may be shocking, so you may want … Read more
In a prior blog post, I debunked the myth that millennials were staying out of the stock market. That was good, but I came up with a new head-scratcher. Retirees are maintaining high equity allocations throughout retirement, and the allocations … Read more
A friend called me a few weeks ago wondering if I had time for a personal finance question. I was watching “Shark Tank,” so I was primed for a talk about money! He’s upgrading to a bigger house and needed … Read more