Insights

Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than $72 trillion of that will pass from older generations to their heirs, while nearly $12 trillion will be donated to charities.  This shift in multigenerational wealth represents a huge opportunity…

Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement goals.  Sometimes relatively small adjustments to your plan can make a huge impact on your ability to save, such as choosing to invest in low-cost…

There’s good news for your retirement plan! Starting this year, the age at which you must start taking required minimum distributions (RMDs) from your tax-deferred retirement accounts has increased from 72 to 73 years old. In 2033, it will increase again to age 75. This new rule was passed into law by Congress at the…

AdvisorHub announced the official results of their first ever Advisors to Watch list. After combing through hundreds of applicants, Bush Wealth Management was named #88 for the Top 100 Fastest Growing Advisors in the nation. AdvisorHub states, advisors were ranked on a 100-point scale in three categories: scale is a function of assets, production and…