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Staying Calm in a Crisis

Kiplinger
May 08, 2020

As millions of Americans feel the pinch of the COVID-19 financial crisis on their wallets, more and more are raiding retirement accounts and claiming Social Security early. But many experts say avoiding short-term pain by compromising long-term gain could be a costly mistake.

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Investors vs. Institutions: Goal-Based Wealth Management in Action

May 07, 2020

Meet Harry: he’s a 35-year-old mid-level executive who’s just walked into your office, looking for professional help in growing his investment portfolio and financial planning for a number of future expenditures, including a new house, a vacation condo, and sending his kids to college.

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Payment Protection Program: An Existential Threat to Business Owner Retirement and What to Do About It

Forbes
May 05, 2020

In this time of unprecedented economic stress, many businesses are turning to Payment Protection Program (PPP) loans—a part of the new CARES Act—as relief for flagging profits.

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PPP Loans and COVID-19: An Illustration

May 04, 2020

Given the recent developments on Paycheck Protection Program (PPP) loan forgiveness and the release of IRS Notice 2020-32 amid the ongoing COVID-19 pandemic, I put together a high-level graphic that illustrates what the cash flow and tax consequences could look like for a small business that qual

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Are You Living By Old Rules of Equity?

May 04, 2020

For many retirement planners, prevailing wisdom over the years has been that the equity allocation in a portfolio should be 100 minus the client’s age.

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“Show Clients Your Face” and Other Advice for Zoom Calls

InvestmentNews
May 01, 2020

With the COVID-19 pandemic continuing to change the way financial advisors do business, being able to remain level-headed during tumultuous times is key to effective crisis communication.

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The CARES Act Allows You to Tap Retirement Savings—But Should You?

Bankrate
May 01, 2020

As people across the country continue to take advantage of the CARES Act and use retirement funds to make up for cash shortfalls during the COVID-19 pandemic, financial advisors are still counseling caution.

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13 Financial Moves to Make After Losing a Spouse

Kiplinger
Apr 29, 2020

One of the worst experiences a person can suffer through is the death of their spouse or partner, not only emotionally, but financially as well. Without careful planning, the passing of a loved one can derail retirement plans and lead to even more struggle for those bereaved.

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Wade Pfau, PhD, CFA

Wade Pfau: The 4% Rule is No Longer Safe

The Long View Podcast by Morningstar
Apr 29, 2020

In our current period of record economic unrest and unprecedented stress on the market, many of the long-understood guidelines of financial planning have to be reconsidered, and one of these is the 4% rule of portfolio withdrawal during retirement.

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Low Interest Rates Challenge Retirement Investors

InsuranceNewsNet
Apr 27, 2020

In the face of historically low interest rates and the COVID-19 pandemic, the normal rules of retirement planning no longer apply: specifically, that a 4% portfolio withdrawal every year is a sound financial strategy.

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