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How to Get Your $1,200 From the Government Stimulus Package

Apr 01, 2020

In response to the COVID-19 crisis, the bipartisan Coronavirus Aid, Relief, and Economic Security (CARES) Act passed both chambers of Congress and was signed by the President on March 27, 2020.

Life Insurance Prices Will Likely Rise Because of the Pandemic. Here's Everything to Know About Buying a Policy Right Now

Money

Apr 01, 2020

In this unprecedented time of economic and social uncertainty, many people are looking for the comfort and support that a life insurance policy can bring to their financial situation. But what are the options available in today’s complex landscape?

Four Tips for Some Financial Spring Cleaning

Apr 01, 2020

Springtime is here: a time marked by the age-old ritual of CLEANING. We crawl out of hibernation to face the chores we’ve ignored all winter. It’s a time of rebirth, decluttering, and organization. Take this as an opportunity to not only clean out your fridge, but clean up your finances.

Tax Tip Tuesday: Five Tips Your Clients Need This Tax Season, Part 5

Mar 31, 2020

Once again, March has arrived, and for most people that means they’ve arrived squarely in the middle of tax season.

Now is the Perfect Time to Convert Your IRA to a Roth

Money

Mar 30, 2020

As the coronavirus continues to fuel market unrest and send investors’ portfolios into a spiral, now may be a good time to convert IRA accounts into Roths in order to preserve hard-won gains from years of retirement savings.

The Safety First Approach to Retirement Income with Wade Pfau

Retire with Purpose Podcast

Mar 30, 2020

RICP® program director and Retirement Income Center co-director Wade Pfau was recently featured as a guest on Casey Weade’s Retire with Purpose podcast.

6 Portfolio Directions for Uncertain Times

ThinkAdvisor

Mar 30, 2020

With markets still shaky amid ongoing coronavirus concerns, financial experts are counseling those trying to save up for retirement on how best to protect their hard-fought gains. Recommended methods include direct indexing, sustainable investing, outcome-based portfolio management, and more.

Advisors Warn Against Dipping Into 401(k)s

InvestmentNews

Mar 27, 2020

As the federal government looks to throw those facing financial woes from the coronavirus crisis a lifeline, financial advisors are warning everyday Americans not to be too quick to jump on board.

Coronavirus Stimulus Bill Lets American Raid Their Retirement Accounts

CBS Moneywatch

Mar 27, 2020

With the government’s coronavirus relief package now signed into law, financial advisors and experts across the country are analyzing the options everyday Americans may have to stay afloat during a crisis that has so put so many out of work.

Your Retirement Income Depends on the Software You Use

Forbes

Mar 26, 2020

With technology ever-present and at our fingertips all the time, many people planning for their retirement lean on different apps, sites, or software packages to tell them what to do.