by Amar Shah, CFA, CFP® Founder & CIO, Client First Capital Key Points: The Required Minimum Distribution (“RMD”) amount decreased this year One time reset for inherited IRAs from 2019…
Category: Family Wealth Planning
Survivor Benefit Plan
by Tom “Tex” Lawson Director of Military Outreach Retired pay for life is one of the great retirement benefits a qualified Military member is entitled to. A percentage of it…
5 Risk Management Strategies for Protecting (and Growing) your Wealth
While risk is everywhere, every day at Client First Capital, our goal is to take the lowest amount of risk while maximizing your returns. We specifically focus on helping our…
Protecting What is Yours
Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself…
Essential Tips for planning a Multigenerational Vacation
As we slowly prepare to return back to normalcy, it is the perfect time to begin planning a trip with your loved ones. A multigenerational vacation can be a time…
The American Rescue Plan Act of 2021: What you need to Know!
The American Rescue Plan of 2021, intended to drive $1.9T economic stimulus and provide fiscal relief in response to the ongoing COVID-19 pandemic. Here are some of the key facts…