Dreamcatcher Financial Planning
As a Certified Financial Planner™ with 15 years experience, I take great pride in helping my clients reach their financial goals, assuage their financial concerns, and ultimately make their financial dreams a reality. Whether it is a comfortable and enjoyable retirement, creating a viable legacy for their children and grandchildren, or developing an investment approach that is in alignment with their risk tolerance and time horizon, I always strive to uphold the fiduciary standard I am bound to as a CFP®, and act in my clients’ best interest.
Prior to my entry to the financial services industry and joining The Goff Financial Group as Vice President of Client Services, I was a middle school English teacher. That experience has enabled me to also function as a financial educator for my clients, which I believe is an important ancillary function of my role.
I received my Bachelor’s degree in English Literature from Hofstra University, my post-baccalaureate teaching certification from the University of Vermont, and my paralegal certification from Adelphi University. I enjoy visiting both my daughter, the aspiring singer/dancer/actress in NYC, as well as my molecular biology PhD son who is doing drug research in San Diego. I am also enjoying being an empty nester and playing really bad golf.
BA, English, Hofstra University
While you can pay your RMD with funds from your bank account, you will still have to withdraw the money from from your qualified annuity pursuant to IRS rules. Here is a link to the IRS rules governing RMD:
Unfortunately, according to the IRS guidelines 457(b) plans are NOT exempt from RMD distributions.