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Rebounding Your Business From Negative Cash Flow
2020 came in like a hurricane and it’s still stirring up the landscape nine months later. Unemployment is at an all-time high and consumer spending at its lowest. Any changes from this year’s election won’t come in time to get your...
Read MoreProtecting Your Retirement Regardless of Election Results
The elections are coming up fast and with the current state of the country, we can expect a lot of changes to take place soon after the election, regardless of the outcome. Many of these changes will impact you financially so you want...
Read MoreEstate Planning in the Age of COVID-19
With COVID-19 at the forefront of everyone’s mind, many who have been holding off on estate planning are now prompted to quickly finalize estate plans so they will have something in place should illness or worse come calling. Without...
Read MoreLife Insurance for Young Families
For young couples just getting started, new commitments, such as buying your first home or having children, bring with them the responsibility of making sure your loved ones will be provided for financially. Life insurance can help...
Read MoreYou’re Interested in Annuities but Rumors are Holding You Back
If the fear of outliving your retirement savings really haunts you, then looking into income sources that will keep going as long as you do may not be such a bad idea. You can potentially alleviate this financial anxiety by considering...
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How this Election Year Could Impact the Economy and Your Retirement
Election years historically bring uncertainty to the stock market, and uncertainty often translates to economic volatility. While the changing of the guard will have an impact on your retirement, changes you make today can determine if...
Read MorePodcasts: Tune in for Investing, Information, and Relaxation
Have you discovered the value of podcasts for financial insight? Gaining outside perspectives is a smart way to look at your financial future. There are podcasts for all ages, genres, and cultures and they can be fiction or nonfiction...
Read MoreUnderstanding Regulation Best Interest
As we head into the second half of 2020, you may notice a change in the way investment plans are presented to you by your financial advisor. The SEC implemented a new ruling called Regulation Best Interest (REG BI) that is aimed at...
Read MoreWithdrawing Retirement Funds During COVID-19
The Internal Revenue Service (IRS) announced it has expanded retirement fund withdrawal eligibility to "take into account additional factors such as reductions in pay, rescissions of a job offer, and delayed start dates." The updated...
Read MoreCredit Card Concierge: Did You Know?
Select premium credit cards often come with a concierge service benefit and most cardholders don’t know or don’t take advantage of the service. Much like having an assistant at the office, a concierge can do the legwork for your...
Read MoreCOVID-19: Were You Prepared, What Will You Change?
The impact of COVID-19 is colossal and everyone is feeling the impact. We all know someone who needs extra care during this pandemic. Do you have the financial resources and peace of mind in place to help? Perhaps you are a child...
Read MoreAging in Place in the Wake of COVID-19
Everyone ages and, as a result, they eventually need personal and medical care in a comfortable living environment. Seniors are tasked with deciding what their care will look like and where they want to wake up each morning. With...
Read MoreReminder – Extended Tax Deadline Hits July 15
For some, the onset of COVID-19 brought about a much-needed reprieve from the traditional Spring tax deadlines. The Internal Revenue Service (IRS) extended the deadline for all taxpayers to July 15, 2020. Anyone, including Americans...
Read MoreEmpowering Women for Financial Success
These days women not only have to worry about balancing their duties as a family manager, but must focus on their own identity as financial contributors as well. Despite being great savers and increasingly influential in the workforce,...
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