Blog

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 >

Estate Planning in a Pandemic 

The ongoing COVID-19 global pandemic has disrupted life in countless ways. The health crisis has led many people to examine their own mortality and realize that they are not prepared for the end of life situations. As the crisis continues […]

May 30, 2020 | Read More >

CARES Act Creates Tax Relief 

In March 2020, the unemployment rate was 4.4 percent; just one month later the number had skyrocketed to 14.7 percent-the highest figure since the Great Depression of the 1930s. Some 29 million Americans are now temporarily or permanently out of […]

May 30, 2020 | Read More >

Stimulus Payments Won’t Cut Into Your Tax Refund 

In March 2020, the Federal Government passed the CARES Act. This act, a result of the massive COVID-19 pandemic that has infected over one million Americans, was responsible for the establishment of a variety of federal aid designed to assist […]

May 18, 2020 | Read More >

Is The Stock Market Making You Nervous Lately? 

The history of the stock market is littered with examples of times when the market takes a dive downwards. However, there are a lot of reasons to believe that the latest market dive is one of the more extreme that […]

May 18, 2020 | Read More >

Beware of Coronavirus Scams 

It appears the novel coronavirus is causing more than just damage to people’s health. This situation is causing some people to experience serious financial harm from scammers. They are taking advantage of individuals for their money. These are individuals who […]

May 2, 2020 | Read More >

Updated Stimulus Check Info 

If you’re still someone waiting and wondering about the status of your Stimulus Check, we are here to help you understand it all. The following information will focus on what you need to know about the stimulus checks the government […]

April 19, 2020 | Read More >

COVID-19 Was Your Retirement Plan Test?

Countless Americans are worried about the impact that Covid-19 will have on the health of their families and friends, and indeed their own well-being. However, there is another concern that could  impact you. In preparing for retirement, investors should prepare […]

April 19, 2020 | Read More >