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Yearly Archives: 2020

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  2. 2020>
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Estate Planning in a Pandemic

  • Post author:admin
  • Post published:June 1, 2020
  • Post category:Articles

The ongoing COVID-19 global pandemic has disrupted life in countless ways. The health crisis has led many people to examine their own mortality and realize that they are not prepared…

Continue ReadingEstate Planning in a Pandemic

CARES Act Creates Tax Relief

  • Post author:admin
  • Post published:June 1, 2020
  • Post category:Articles

In March 2020, the unemployment rate was 4.4 percent; just one month later the number had skyrocketed to 14.7 percent-the highest figure since the Great Depression of the 1930s. Some 29…

Continue ReadingCARES Act Creates Tax Relief

Stimulus Payments Won’t Cut Into Your Tax Refund

  • Post author:admin
  • Post published:May 20, 2020
  • Post category:Articles

In March 2020, the Federal Government passed the CARES Act. This act, a result of the massive COVID-19 pandemic that has infected over one million Americans, was responsible for the…

Continue ReadingStimulus Payments Won’t Cut Into Your Tax Refund

Is The Stock Market Making You Nervous Lately?

  • Post author:admin
  • Post published:May 13, 2020
  • Post category:Articles

The history of the stock market is littered with examples of times when the market takes a dive downwards. However, there are a lot of reasons to believe that the…

Continue ReadingIs The Stock Market Making You Nervous Lately?

Beware of Coronavirus Scams

  • Post author:admin
  • Post published:May 6, 2020
  • Post category:Articles

It appears the novel coronavirus is causing more than just damage to people's health. This situation is causing some people to experience serious financial harm from scammers. They are taking…

Continue ReadingBeware of Coronavirus Scams

Has Being Quarantined Changed Your Thoughts of Retirement?

  • Post author:admin
  • Post published:May 5, 2020
  • Post category:Articles

The pandemic has some rethinking retirement plans, as this preview has a lot worried about their years post-career?  The sentiment US citizens 65 and older echoed across the nation is…

Continue ReadingHas Being Quarantined Changed Your Thoughts of Retirement?

Updated Stimulus Check Info

  • Post author:admin
  • Post published:April 23, 2020
  • Post category:Articles

If you’re still someone waiting and wondering about the status of your Stimulus Check, we are here to help you understand it all. The following information will focus on what…

Continue ReadingUpdated Stimulus Check Info

COVID-19 Was Your Retirement Plan Test

  • Post author:admin
  • Post published:April 15, 2020
  • Post category:Articles

Countless Americans are worried about the impact that Covid-19 will have on the health of their families and friends, and indeed their own well-being. However, there is another concern that…

Continue ReadingCOVID-19 Was Your Retirement Plan Test

Near-Zero Rates From the Fed and What it Means For YouNear-Zero Rates From the Fed and What it Means For You

  • Post author:admin
  • Post published:April 8, 2020
  • Post category:Articles

In a response to plunging numbers on the stock market, the Federal Reserve has stepped up to offer up some much needed relief in the form of a rate cut.…

Continue ReadingNear-Zero Rates From the Fed and What it Means For YouNear-Zero Rates From the Fed and What it Means For You

Medicare Expands Tele-Medicine Help Due TO COVID-19

  • Post author:admin
  • Post published:April 1, 2020
  • Post category:Articles

Medicare recently announced the expansion of its telemedicine program to benefit seniors while they stay at home during the Coronavirus pandemic. This expansion will allow millions of senior Medicare participants…

Continue ReadingMedicare Expands Tele-Medicine Help Due TO COVID-19
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Our Services

  • Retirement Planning
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  • Investment Management
  • Wealth Management
  • Social Security Maximization
  • Life Insurance
  • Insurance Solutions
  • Empowering Women
  • 401(k)
  • Generational Vault

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  • Home
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    • Retirement Planning
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