Month: April 2020

Inherited Accounts Under the CARES Act

Apr 29, 2020

Inherited IRA Under CARES ACT
How the CARES Act Impacts RMDs

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…)

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Unpacking the Paycheck Protection Program

Apr 27, 2020

paycheck protection program funds
The PPP funds will serve to keep some smaller business operational

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…)

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How We Respond to COVID Matters

Apr 22, 2020

Market Update
Market Update

“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…)

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CARES Act – 3 Key Provisions

Apr 20, 2020

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Unprecedented Moves from The Federal Reserve

Apr 20, 2020

Federal Reserve Moves Stock Market
What they are. How they help.

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…)

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CARES Act – Key Components

Apr 19, 2020

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Sustainable Investing: A Force for Change

Apr 16, 2020

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Sustainable Investing and COVID-19

Apr 16, 2020

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Epic Impact – Spring 2020

Apr 15, 2020

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Epic Insights – Spring 2020

Apr 15, 2020

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More Insights

Dec 1, 2021

Getting rich quick can be liberating, but it can also be frustrating. A sudden wealth windfall can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with … Continue reading “When a Windfall Comes Your Way”

Nov 29, 2021

  You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in healthcare costs during the rest of their lives. In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing the … Continue reading “Healthcare Costs are Cutting into Retirement Preparations”

Nov 24, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Nov 22, 2021

Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. Enter the Fed’s decision for tapering bond purchases.

Nov 19, 2021

The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, there are many reasons to be thankful.

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