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CARES Act: What Families and Business Owners Need to Know
Taxes, 401Ks and IRAs, Charitable gifting, Economics, Investments, RetirementFederal Tax Filing Deadline Extended Stimulus Checks Retirement Plans Unemployment Insurance Federal Student Loans Housing Payments Business Owners
The Coronavirus and Market Declines
Investments, RetirementThe Three Most Important Questions When Planning for Retirement
Retirement, InvestmentsI remember it like yesterday – fresh off of high school graduation and spending one last amazing summer with high school friends. No summer school or summer programs this time around. It was the beginning of young adulthood – and more importantly, the start of college. When it came to selecting classes, I remember sitting […]
The Setting Every Community Up For Retirement Enhancement Act of 2019 (The SECURE Act)
Taxes, 401Ks and IRAs, Business plans, Economics, Investments, RetirementThe SECURE Act which went into effect on January 12, 2020 made a number of changes to laws that will effect the retirement of nearly every American. Most notable was the elimination of Stretch IRA’s, which will now force most non-spouse beneficiaries to withdraw inherited IRA balances in a 10 year timeframe. Other significant IRA […]
Managing Your Retirement Plan
RetirementManaging Your Retirement Plan Once you have implemented your retirement plan, it’s important that you are able to monitor and make adjustments to it as needed. Making adjustments to your plan and managing your retirement is arguably the most important aspect of a financially sound retirement plan. After all, a plan is just a blueprint […]
Implementing Your Retirement Plan
RetirementImplementing Your Retirement Plan Now that your retirement plan is complete it’s time to move on to implementation. During this step you will be interacting with the Social Security Administration, your human resources department, the custodians of your employer-sponsored retirement plans, your current investment custodian, your insurance companies, your estate planning attorney and your financial […]
Selecting The Right Investment Strategy in Retirement
Investments, RetirementSelecting The Right Investment Strategy in Retirement In my last article, “Creating Your Retirement Plan,” I discussed how to take the first steps towards developing your retirement plan by analyzing your cash flow and tax planning strategy. We start with those areas to establish a long-term income strategy for retirement. Certainly, circumstances change and unforeseen […]