Monday, January 26, 2009

It's a girl!

Pathways Advisory Group, Inc.
Dustin Smith, CFP®

We are proud to announce the birth of Emilie Rae Smith, born to Dustin and Teri Smith. She was born on January 22, 2009 at 4:23 PM; she weighed in at 7 pounds 5 ounces and was 20.5 inches long. She and her proud parents are home and doing well. Congratulations to them both on the birth of their baby girl!

Thursday, January 22, 2009

Required Distribution Update

Good News! On December 23, 2008, President Bush signed the Worker, Retiree and Employer Recovery Act of 2008, giving a one year moratorium on Required Minimum Distributions (RMDs). This Act applies to both retirement plan participants over the age of 70 ½ and beneficiaries of inherited retirement accounts.

In the past, we have automatically taken the RMDs in November for many of our clients. This year, however, we will not be doing so. During your meetings throughout the course of the year, David, Dustin and Michelle will discuss this issue further and address any questions you may have.

Wednesday, January 21, 2009

You Found Us!

Welcome to our blog! We’re so glad you’ve found us. Please check here for updates and office happenings. We hope you’ll take some time to peruse our website and welcome your comments/suggestions.

Check in regularly for important news and interesting tid-bits!