Monthly Archives: November 2010

The Return of the Required Distribution

We all thought it would be too good to last, and it was.  With 2010 came the return of the required minimum distribution, or RMD.  Required Minimum Distributions (RMDs) generally are minimum amounts that a retirement plan account owner must … Continue reading

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Curious Will: An Interview with Will Danoff

Fragasso Financial Advisors is fortunate to have access to many of the top investment professionals providing a level of analysis not typically found with all investment firms. Recently, we interviewed 23 year veteran Portfolio Manager Will Danoff responsible for over … Continue reading

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Charitable Gifting: Is it better to give cash or appreciated securities?

As we approach the end of the calendar year, you may find in your mailbox, e-mail inbox, or on the phone an increasing number of solicitations for charitable donations.  We are fortunate to work with many charitably inclined individuals who … Continue reading

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