Mobley, Ronald U. and Kachulis, David Lee to Lusche, Edward A., Lt. 568, Canoe Bay At Grand Harbor, $214,000.

Last week’s column on the SECURE Act (H.R. 1994, the Setting Every Community Up for Retirement Enhancement Act) generated letters from readers, especially about the RMDs, or required minimum distributions, that kick in at age 70 1/2. (If you missed the column, email me at readers@juliejason.…

On May 23, the House of Representatives passed a bill that, if adopted by the Senate and signed into law by the president, will mean major changes for retirement plan participants.

Calhoun, A. M. Jr. to Calhoun, A. M. Jr. Trustee and Calhoun, Jolynn Phillips Trustee and Calhoun Residence Trust The, Lts 19 & 18, Bl. B, Milford Manor Sub Ph I.

Morningstar CEO Kunal Kapoor’s opening remarks at the Morningstar Investment Conference in Chicago set the stage for the company’s culture. Morningstar, he said, is focused on a single mission: “empowering investor success.” As a conference attendee (something I try to do yearly in connectio…

Hastings, Margaret Virginia and Hastings, Virginia Gambrell to Kellum, Shirley Virginia and Williams, Patricia H. and Hastings, James Marcus Jr. and Holder, Patsy H., Lt. 99, Druid Hills Sub.

If your broker (also called a “financial adviser”) works at a large brokerage firm and decides to change firms, you can expect that he or she will ask you to transfer your accounts to the new firm.

Greenwood Community Improvement, 110 Phoenix St., $14,675, interior renovations.

Culbreath, Toni H. to Holland, Ricky L. and Holland, Teresa A., Lt. 7, Sec. 1, Riegel Textile Sub, $50,000.

Before the close of Financial Literacy Month in April, let’s talk about financial literacy engagement. Perhaps you know someone who is graduating from college or starting a first job. Or you may know someone who is mid-career and leading a busy life sandwiched between the needs of children a…

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