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When the Coronavirus Aid, Relief and Economic Security (CARES) Act was passed, it provided relief from unwanted required minimum distributions (RMDs), and the accompanying tax burden, for many Americans by waiving some RMD requirements for 2020. This provided immediate tax relief and allowed some investors to keep their money invested.
7/14/2020
Blog
Expecting a grandchild? Learn how to financially prepare for your growing family—from setting boundaries and starting college funds to updating your will and planning for caregiving roles.
7/10/2020
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In a year of economic contradictions, markets defy expectations. Discover why long-term planning—not market timing—is still your best investment strategy.
7/8/2020
Blog
Navigating Social Security after divorce? Discover key eligibility rules, benefit strategies, and answers to common questions for divorced spouses nearing retirement. Maximize your benefits with expert insights.
7/7/2020
Blog
The Second Quarter of 2020 was marked by a glaring contradiction, one of the strongest equity rallies in the last fifty years against likely the greatest decline in GDP in the U.S. (and globally) since the depths of the Great Depression of the 1930s. As we have noted before, economic data and markets don’t necessarily move together; economic data tends to be backward-looking while markets are forward-looking.
6/30/2020
Blog
From pandemic fears to economic uncertainty and social unrest, 2020 changed everything. Discover how to protect your finances, reflect on your values, and use disruption as a catalyst for a more intentional life.
6/29/2020
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LGBTQ individuals face unique financial planning needs. Learn why being open with your financial advisor can unlock better strategies for retirement, healthcare, estate planning, and long-term security.
6/28/2020
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Post-COVID, plan sponsors must reassess fiduciary duties, monitor investments, revise plans & boost participant communication.
6/17/2020
Blog
Explore the key provisions of the proposed $3 trillion HEROES Act, including expanded stimulus checks, tax credits, unemployment benefits, and business relief. Learn how this potential legislation could impact your financial planning.
6/16/2020
Blog
Struggling with overwhelming emotions? Learn how acknowledging your feelings can lead to better decisions—especially financial ones. Discover the power of Behavioral Wealth Management and how to use your emotional insight to navigate tough times.
6/15/2020