Laid Off Before You’re Ready To Retire?
If you have been one of the many impacted by COVID-19 and you’re closer to retirement than some, then you should look through these tips to see what you can…
UPDATE: RMD Requirements
If you missed the news, the IRS announced that if you already took out your maximum percent for your Required Minimum Distribution, you are still in luck.According to the IRS, you…
Summer Travel: Flying in the Pandemic
After months of desolation at the airports, air travel has increased every week leading into the busy summer vacation season. With full flights becoming more of the norm, it is…
Risk Tolerance Vs Risk Capacity: Knowing The Difference
The economy that we all wake up in each day under COVID-19 looks a lot different from the one that existed before the virus took hold in the United States…
Financial Lessons This Crisis Can Teach You
The current economic crisis was unexpected, but it hit quickly. Within a month, the stock market lost about a third of its value. Many investors were hit particularly hard. As…
Your 401k Match is Suspended. Now What?
The recent global pandemic has caused many different types of economic fallout. It has resulted in many companies suspending the matching of their employee's 401(k) contributions. The Plan Sponsor Council of…
Don’t Get Swept Up In The Recession
Between February of 2020 and June of 2020 the Dow Jones Industrial Index moved violently from around 27,000 down to below 20,000 and then very quickly back to around 25,000.…
Recognize and Prevent Elder Financial Abuse
Yesterday was World Elder Abuse Awareness Day. There can be many ways the elderly are abused by family or those close to them.Let’s look at abuse from a financial aspect.…
Estate Planning in a Pandemic
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…
CARES Act Creates Tax Relief
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…