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A Personal Mission: Giving Back to the Special Needs Community

May 13, 2020

Imagine growing up feeling different: moving through the world feeling isolated, alien, and misunderstood by others.

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Does the 4% Withdrawal Rule Still Apply?

U.S. News and World Report
May 13, 2020

The 4% rule of retirement plan withdrawal has been a financial planning standard for decades, but market upheaval, the COVID-19 pandemic, and other factors have called it more and more into question. Is it an outdated way to plan for your clients’ retirements?

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Small Business Planning in the Age of COVID-19

May 13, 2020

With the COVID-19 pandemic changing all the rules of financial planning and turning people’s lives across the country upside-down, few are more subject to the economic impact of the virus than small business owners who find their stores shuttered by social distancing orders or unable to make ends

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Humanizing Your Financial Advice for Giving Clients

May 12, 2020

Imagine attending a baseball game with someone who has no interest in the sport while you’re trying to sit back, relax, and enjoy the game. They’re complaining about how bad the food is, the noise level in the stadium, or how bored they are by the whole affair.

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Options for Clients with Student Loans During the Pandemic

The Journal of Accountancy
May 12, 2020

The COVID-19 pandemic continues to rewrite the normal rules of financial planning, and paying for education is no different. Many clients may be having trouble navigating the complex new landscape regarding loan payments and interest for their college-age students.

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What COVID-19 College Refunds and Online Classes Mean for 529 Plans

InvestmentNews
May 12, 2020

Colleges across the nation were forced to send students home early due to the COVID-19 pandemic, and because of this, many are also giving out refunds for unneeded room and board expenses.

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In Times of Crisis: Seven Estate Planning Tips For Your Retirement

May 11, 2020

A common topic these days among estate planning and retirement planning groups are “panic wills” that come up due to client worries over the possibility of a sudden death from COVID-19.

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Social Security During a Pandemic: Five Factors to Consider

May 11, 2020

An unprecedented time calls for difficult choices.

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New Research Complicates the “80% Rule” for Retirement Savings

Yahoo! Finance
May 11, 2020

One of the long-held rules of retirement savings has been that people should be able to produce 80% of their current yearly salary to get through retirement comfortably. New research, however, is challenging this idea, and the income benchmark could be much less.

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Rethinking Retirement Amid the COVID-19 Crisis

InvestmentNews
May 10, 2020

The COVID-19 pandemic is changing the way advisors and their clients across America approach planning for retirement. The 4% rule and other pillars of conventional wisdom have been swept away, so what is left to hold onto?

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