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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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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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