Category: Features

Dollars and Sense: Key Tips on Successor Beneficiaries, QCDs, and 401K Rollovers

Chris Robinson, ChFC Understanding Successor Beneficiaries What is a Successor Beneficiary? A successor beneficiary is someone who inherits an Individual Retirement Account (IRA) that was already inherited by another person. This situation can be complex and has unique rules that must be followed. For example, if you recently inherited an IRA from your 80-year-old Uncle…

Word of the Month: Brook

David Zapatka While reading Esoteric Astrology by Alice A Bailey, I read, “He is instantly aware, once he is spiritually awakened, of his motivating impulses, and this leads him to an imposed self-discipline-the thing the Leo subject sorely needs and which must always be self-imposed and self-applied for he brooks no disciplinary measures which others…

From Trust to Bust: The Pig Butchering Playbook

R.O.S.E., Resources/Outreach to Safeguard the Elderly Pig butchering is a term that invokes horrendous images. In this case, however, it’s a term for a sinister scam that has become alarmingly prevalent in recent years. This scam, which originated in China during the pandemic, involves cybercriminals who “fatten up” their victims before slaughtering them, much like…

Windows and Doors: A Glance into Robson’s Art Community

Sandy Hestes The serene community of Robson Ranch was abuzz with creativity and culture in May as it hosted a highly successful art exhibit, drawing art enthusiasts and community members alike to appreciate the diverse talent on display. Held from May 19-25 at the Robson Ranch clubhouse, the Windows and Doors exhibit showcased over 35…