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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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Roth Conversions “On Sale” and Other Retirement Advice Amid the Market Crash

InvestmentNews
Mar 18, 2020

As the market downturn due to coronavirus concerns continues, some financial advisors are trying to see a silver lining. Specifically, many are now promoting opportunities for their clients to protect retirement assets by using Roth conversions, delaying retirement, and other strategies.

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Tax Tip Tuesday: Five Tips Your Clients Need This Tax Season, Part 3

Mar 17, 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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Life After the Interest Freeze: Four Student Loan Situations and Suggestions

Mar 16, 2020

On Friday, March 13, 2020, President Trump announced the government would temporarily waive interest on federal student loans: a decision that has widespread ramifications for both financial advisors and clients across the nation.

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At or Near Retirement? Consider These Moves to Protect Your Nest Egg

CNBC
Mar 14, 2020

With many people at or near retirement age worried about the long-term effects of the coronavirus on their savings and investments, financial advisors are racing to provide needed guidance on how to deal with sagging interest rates and falling market numbers.

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The Bear Market Can Derail Your Retirement Plans if You’re Not Careful. Here’s What to Do About It

Barron's
Mar 14, 2020

In the current bear market caused by the ongoing coronavirus crisis around the globe and here at home, those at risk of being hit hardest are people just starting to draw down on their retirement savings and investments.

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