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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.

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.

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.

The Unforeseen Pitfalls of Credit in Retirement

Mar 26, 2020

Credit, from both a personal and a business perspective, is something many people take for granted in the modern day but which is important for daily living on a variety of levels.

The Coronavirus Relief Bills Would Allow Investors to Tap 401(k)s Penalty-Free and Waive RMDs. Experts Have Concerns

Barron's

Mar 24, 2020

As Congress works to pass various financial relief measures to combat the economic impact of the coronavirus, one provision would allow people with retirement savings in 401(k) accounts to withdraw money without the usual penalties.

Tax Tip Tuesday: Five Tips Your Clients Need This Tax Season, Part 4

Mar 24, 2020

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

How Financial Plans Must Adapt to Market Crashes

Advisor Perspectives

Mar 23, 2020

With many investors’ portfolio values falling drastically due to the instability of the current coronavirus-driven market, it’s critical for financial advisors to understand how to properly adjust their clients’ plans to account for these changes.