Blog

2020 May Be A Good Time For A ROTH

 Even during difficult financial times, opportunity can come knocking at your door. There is very little doubt that the current COVID19 pandemic has wreaked havoc on the U.S. economy, affecting almost every individual in its path. With that said, certain […]

August 20, 2020 | Read More >

Summer Home Security Tips

Your home is your pride and joy and you should always feel safe and secure when you are in it.Summer is upon us and the warmer temperatures mean we are spending a lot more time outside, enjoying our grounds. Employ […]

August 20, 2020 | Read More >

Estate Planning & Unpaid Debts 

When we pass, there will be debts that are left unpaid even if we stay caught up with our financial obligations. At the very least, there will be the medical bills accrued towards the end of life and any bills […]

August 7, 2020 | Read More >

Ask THIS Before You Claim Social Security 

Should I claim my Social Security benefits now? It’s a common question, and it’s one that you’re very prudent in asking. Timing is the biggest facet in maximizing your benefits. Yet, you’ll get an array of answers on the best […]

August 7, 2020 | Read More >

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 do to overcome this problem. Check Your Savings Check your […]

July 22, 2020 | Read More >

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 can still roll over those funds and put […]

July 22, 2020 | Read More >

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 states largely locked down, many workers saw their jobs evaporate […]

June 26, 2020 | Read More >

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 America conducted a survey. It discovered over 20 percent […]

June 26, 2020 | Read More >

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. Anyone watching those market movements surely had a great amount […]

June 10, 2020 | Read More >

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. Financial abuse can be a complicated subject, but […]

June 10, 2020 | Read More >