Changes That May Affect You, Involving the SECURE and CARES Acts
Recent months have brought a whirlwind of news and change. On top of everything, there has been significant activity in...
Read More
July 15, 2020 Update: Should You Forgo Taking RMDs in 2020?
The CARES Act (Coronavirus Aid, Relief, and Economic Security), signed into law in March of this year, includes...
Read More
Three Steps to Deal with Uncertainty
Uncertainty is a part of life. Dealing with it thoughtfully can offer hope for a better life. Here are three simple...
Read More
June 10, 2020 Update: Green Shoots and Signs of Economic Life
It’s perhaps the understatement of the year, but there’s been a lot going on in 2020. An election year, a global...
Read More
May 20, 2020 Update: Why They Matter: Professional Fiduciaries—a Position of Trust
The term, “fiduciary,” may sound dry and academic, but its significance is profound. In fact it’s so pivotal that I am 1...
Read More
Some Good News
More than anything else, the story of the COVID-19 pandemic is a human one. Our collective hearts go out to those...
Read More
May 12, 2020 Update: No News is Better than Old News
With the economy getting crushed and unemployment numbers skyrocketing, I am being asked more and more, “Why in the...
Read More
May 5, 2020 Update: Animal Spirits and Economic Activity
We are beginning to sense signs of life and an early indication that the U.S. economy may be in the initial stages to a...
Read More
April 28, 2020 Update: Tips for Staying Ahead of Today’s Scammers
Unfortunately, an epic crisis ushers in an epic level of scam artists. That’s why we are advising everyone to be...
Read More
April 23, 2020 Update: Lower Your Tax Bill Through Tax-Loss Harvesting
There can be a silver lining in the storm clouds of market declines. It comes by offsetting capital gains with capital...
Read More
When a Pandemic Catches You and Your Estate Plan Off Guard
There’s nothing like a worldwide pandemic to expose the things that are missing in our lives. They can be as mundane as...
Read More
April 14, 2020 Update: How the CARES Act Affects Retirement Planning
There are significant provisions related to retirement funds within the Coronavirus Aid, Relief, and Economic Security...
Read More