CARES Act Economic Impact Payments: Great Expectations

One of the provisions of the CARES Act signed into law last month that has received the most press is the economic impact payments. These payments, also referred to as stimulus checks or recovery rebates, are desperately needed by many individuals at this time and are estimated to eventually reach over 90% of taxpayers. But

How The CARES Act Will Impact Retirement Plan Distributions

Opportunity Alert! The CARES Act impact on retirement plan distributions in 2020   Are you planning on a retirement account distribution this year? Whether you had planned on required distributions but wish you could leave funds alone, or you now need a distribution to make financial ends meet, the CARES Act has some very important

What You Need To Know To Keep Savings on Track

This past week was designated as America Saves Week, which is an annual call to action for everyday Americans to commit to saving successfully. In honor of this event, which is now in its 13th year, certified financial planner Suzanne Himes is here with some tips and strategies for our own savings goals.   

How to Choose An Executor For Your Will

According to surveys, more than half of American adults don’t have a Last Will and Testament. While the reasons for this vary, one stumbling block can be choosing an executor. Suzanne Himes, lead financial planner at Asset Planning Corporation, joins us with what to consider in selecting someone for this important role.     

Financial Planning After A Pay Raise

It’s a popular time of year for annual job performance reviews and corresponding pay raises. Along with celebrating this good news, it’s wise to think about how that increase in income can impact multiple financial decisions. Certified financial planner Suzanne Himes, with Asset Planning Corporation, has some of the changes to consider when our paychecks