No Joke – Today is a Required Beginning Date!

  By Andy Ives, CFP®, AIF® IRA Analyst Today is April 1, and that’s a big day! No, not because it’s April Fool’s Day, but because today is the required beginning date (RBD) for any traditional IRA owner who turned age 73 in 2025. Based on census data, that could...
Weekly Market Commentary

Weekly Market Commentary

US markets fell for the fourth consecutive week as the US-Israel-Iran conflict entered its 5th week.  President Trump’s announcement that he would extend the deadline to reopen the Strait of Hormuz by a couple of days sent markets soaring on Monday, but gains were met...

8 Rules to Help Navigate the Multiple Plan Contribution Limits

Ian Berger, JD IRA Analyst More and more Americans are taking on “side gigs” or switching jobs. When that happens, they often wind up participating in two different employer retirement plans at the same time or in the same year. Here are 8 rules to help you understand...
Building a Stronger Financial Future with the Right Guidance

Building a Stronger Financial Future with the Right Guidance

When it comes to your financial future, confidence does not come from guessing. It comes from having a clear strategy, trusted guidance, and a plan built around your goals. Whether you are preparing for retirement, protecting your family, growing your wealth, or...
Note that the example above uses jQuery to trigger the function call, but you could trigger the function call using any method you wish.fbq('track', 'Lead'); - To track the lead event on the page. Like Thank you page after submitting the lead. If you have the Thank you page after submitting the lead then you can paste this code on the page and it'll track it as a successful lead. If instead you wanted to track a standard purchase event when the visitor clicks a purchase button, you could tie the fbq('track') function call to the lead button on your page, like this: