Rigby Financial Group Blog

Industry insights, updates and life stories from a seasoned financial professional

Self-Employed? Avoid These IRS Audit Flags – Part I

13 May 2025
Many entrepreneurs file their tax returns as self-employed individuals, rep ...

Should You Give Your Power of Attorney to an Adult Child?

6 May 2025
Regular readers know how important we at Rigby Financial Group consider you ...

529 Plans: Drawing Down Excess Funds

29 April 2025
So, your eldest child has graduated from college – congratulations to you ...

Thinking of Working After Retirement? Call Us First!

22 April 2025
During the first years of the COVID-19 pandemic (are we still in a “pande ...

Why Hire a Virtual CFO? Because It Pays!

15 April 2025
Virtually all large corporations, and many mid-sized enterprises as well, k ...

It’s 2025 – Why Are We Still Multi-Tasking?

8 April 2025
I was looking up something else entirely when I came across an old Forbes a ...

Choices—Is a Traditional 401(k) or a Roth 401(k) the Best Fit for You?

1 April 2025
When it comes to retirement planning, no amount of care can be called too m ...

The Spousal IRA – is it Right For Your Family?

25 March 2025
If you are married, and your spouse is a homemaker, you might think only yo ...

On the Chopping Block – Tax Breaks Under Fire in Congress

18 March 2025
President Trump campaigned on a good many issues – but taxes were high on ...

Our Latest Whitepaper – 5 Tips to Make the Most of Your Post-Retirement Income

11 March 2025
When did you last take a careful review of your retirement planning? Have y ...

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