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...
2019
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...
College Planning Tips From The Other Side
In the midst of today’s such unique circumstances (COVID-19) it’s easy to forget some of the normalities of life. However, for the students preparing themselves mentally and physically for the college transition it can add an extra layer of anxiety to an already...
What do we really know about the financial markets anyway?
Benjamin Graham, the father of value investing, reminds us to "forget about what the stock market is going to do. Instead, focus on what you, as an investor, ought to do…" So what do we really know about the financial markets? First, what we don't know: The full...
Retirement Planning Earthquake
Just when you thought you had a good grasp of retirement planning rules, the government changes them! A new federal law took effect January 1, 2020, that affects many different parts of retirement planning. The SECURE Act of 2020 (Setting Every Community Up for...
Looking Back at 2019’s Financial Markets
What did we learn about the financial markets in 2019? We learned that..... When it seemed the bleakest at the end of December with the S&P 500 Index on the verge of triggering a bear market signal (20% decline from the previous high), the market went on...