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Blog

August 5, 2020

5 Ways to Reduce Your Taxes in Retirement

What are the biggest expenses you’ll face in retirement? Healthcare? Housing? Travel? All of those costs could be significant, but one of the biggest could be taxes. That’s right. Just…

July 15, 2020

Is it time for an economic recovery?

The first half of 2020 has been a rollercoaster ride. The COVID-19 pandemic completely altered our way of life and threw the economy into a tailspin. Most states have started…

July 1, 2020

Financial Moves to Consider in a “Down” Year

It’s hard to find good news in today’s economic environment. COVID-19 single-handedly brought an end to the longest bull market in history and ushered in record-setting unemployment. If you’re like…

June 19, 2020

Are “Penalty-Free” 401k Withdrawals Free?

On March 27, the government passed the Coronavirus Aid, Relief, and Economic Security Act, otherwise known as the CARES Act. The Act had a wide range of provisions to provide…

June 9, 2020

What’s Next for a COVID-19 Economy?

The economic fallout from the coronavirus pandemic continues, even as states start to reopen restaurants, retail stores, and other businesses. The crisis brought an end to the bull market that…

April 22, 2020

What Do Zero-Percent Interest Rates Mean for You?

The coronavirus pandemic has launched the country, and the world, into uncharted territory. In much of the world, society is essentially shut down. Schools and large events are closed. People…

April 13, 2020

The CARES Act: What Does it Mean for Your Retirement?

On March 27, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act, which provides economic support to Americans who have been impacted by the coronavirus pandemic. You’re probably…

March 26, 2020

Are You Facing a Retirement Tax Bomb?

Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the biggest is their…

March 20, 2020

Coronavirus: What are Your Options?

It’s been a volatile few weeks in the financial markets. Up until late January, we were still enjoying the longest bull market in history. In three short weeks, the bull…

March 12, 2020

What Does the 2020 Election Mean for Your Portfolio?

The 2020 election cycle is in full swing. It’s primary season, which means the general election is right around the corner. Before you know it, the two major parties will…