Inherited Accounts Under the CARES Act
Apr 29, 2020
Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum distributions (RMDs). Both were designed to give people more control over their money and to help manage selling investments during an emergency.1 (more…)
Tags: financial advisor, Investing, retirement, Retirement Planning
Unpacking the Paycheck Protection Program
Apr 27, 2020
American lawmakers have passed the Paycheck Protection Program and Health Care Enhancement Act, a program that will offer small business loans to employers in need of aid as a result of the COVID-19 pandemic. (more…)
Tags: Current Events, financial advisor, Financial Help, Investing
How We Respond to COVID Matters
Apr 22, 2020
“Life is 10% what happens to you and 90% how you respond to it.” – Lou Holtz, Hall of Fame football coach. As the battle against the COVID-19 pandemic continues, how we respond to it will determine how we beat it. Continued sacrifices range from everyone in the medical community working on the front lines to the thousands of truck drivers across our country keeping goods flowing, parents who have become homeschoolers, and folks missing their family events to help stop the spread of this terrible outbreak. As Lou Holtz said, we can’t control what happens, but how we respond to it is what matters. Our response to this crisis has shown the resolve and strength of the human spirit, which is why we will overcome. (more…)
Tags: Current Events, financial advisor charlotte nc, Personal Finance
CARES Act – 3 Key Provisions
Apr 20, 2020
Unprecedented Moves from The Federal Reserve
Apr 20, 2020
In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small, to downsize or close up shop entirely. In response to the drastic impact that COVID-19 has had on global and domestic concerns, the Federal Reserve Board has taken a multitude of measures to buttress the American economy. (more…)
Tags: Current Events, financial advisor, Investment Planning
CARES Act – Key Components
Apr 19, 2020
Sustainable Investing: A Force for Change
Apr 16, 2020
Sustainable Investing and COVID-19
Apr 16, 2020
Epic Impact – Spring 2020
Apr 15, 2020
Epic Insights – Spring 2020
Apr 15, 2020
More Insights
May 3, 2024
Medicare won’t cover all of your health-care costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap. Offered by private insurance companies, Medigap policies are designed to cover costs not paid by Original Medicare (Parts A and B), helping you fill the gaps in your Medicare coverage. You’ll … Continue reading “Buying Supplemental Health Insurance: Medigap”
May 1, 2024
Incapacity can strike anyone at any time. Estate Planning plans for it By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you … Continue reading “Estate Planning Intro”
Apr 29, 2024
You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others. To insulate your property … Continue reading “Estate Planning – Protecting Your Assets”
Apr 26, 2024
It seems like we just can’t stop talking about the Federal Reserve (Fed). After an aggressive rate hiking campaign that we think ended last year, markets were expecting the Fed to start cutting interest rates as early as next month. But withan economy that continues to surprise to the upside, along with inflationary pressures that … Continue reading “Market Update – The Patient Pause”
Apr 24, 2024
A thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few: your income needs, the order of your withdrawals from taxable and tax-advantaged retirement accounts, the income tax implications of those withdrawals, and sequence of return risk.
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