Vietnam, Being There - Bill Olver

Bill Olver

told us about his deployment to Vietnam with the First Infantry

He also gave us a bit of the history of the 1st Infantry

and he gave us an idea of his location, although was often away on missions.

Senior Gifting

Sean McGovern and Jamie Scott of Bala Financial Group

spoke to us about RMD, Required Minimum Distributions. They told us the retirement plans to which RMDs apply.

Onc e that was explained to us, they gave us some ideas fro what to do with the RMD money that we didn't need right away and could create a leveraged , tax-adantaged vehicle that can pass pass to the next generation tax free.

The ideas focused on 529 saving plans. 529s are tax-advantaged plans for us in furthering education that can be fro grandchildren, children or anyone you want. And, if you the plan for a while, the tax advantages can out weigh the taxes on cashing in the plan for other uses.

Bus trip to Middletown, PA - June 19th

Our trip to Middletown, PA had a very early start, 7 AM. But as we boarded our luxury bus, we were treated to coffee and donuts.

Our first stop was a train ride all to ourselves from the Middletown Station through the countryside. 

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Once we were back on the bus, we headed for a lovely Victorian Restaurant.

We had a great meal in a wonderful setting. Touring the building and seeing the decoration of each room was an additional treat.

From there is was off to the paddle wheel boat ride on the river.

After our lovely ride on the river, we were off on our return trip. we all relaxed, talked, napped and looked forward to our arrival home.