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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.

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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.

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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.

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Hilary Fiorella

The American College Names Head of New Women’s Center

ThinkAdvisor
Mar 25, 2020

The American College of Financial Services recently named a new director of its State Farm Center for Women in Financial Services: Hilary Fiorella, formerly of the Money Management Institute and Fiserv Investment Services.

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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.

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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.

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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.

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With Market Volatility, Consider Goals-Based Planning Over Investment-Based Planning of Retirement

TheStreet
Mar 20, 2020

With market volatility the focus of most financial discussions right now, moving away from an investment-based retirement plan seems like a prudent decision. But what are the alternatives when so many saving for retirement rely on their portfolios?

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Retired or Nearly There? How to Weather a Market Downturn

NerdWallet
Mar 20, 2020

When considering a slumping stock market, financial planners and their clients have many options to consider to protect retirement assets. If Social Security alone doesn’t provide enough income, other solutions may have to be put into action.

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Best Jumbo CD Rates of 2020

The Balance
Mar 19, 2020

In the current climate of market uncertainty and retirement portfolio volatility, one idea circulating in financial circles is to shore up savings with a jumbo certificate of deposit (CD).

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