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Tax, Wealth Management and Financial Planning

Easy To Understand Information Regarding Your Financial Future

Tending to Your Garden

The warm weather is here, and that means it’s time to garden! Of course, not everyone has a garden – gardening can be too time-consuming for people who work full-time or travel frequently. But, one of the things to love about retirement – and quarantining – is having more free time to relax and adopt a [...]

Tax Minimization in 2020 and Beyond

As the coronavirus spread, the government stepped in with unprecedented economic interventions, from direct payments to Americans, to relief for businesses. While these measures may be necessary to mitigate the damage done by the virus and the economic shutdown, they’ve also resulted in a ballooning of the national deficit.[1] U.S. government debt could soon rise to [...]

3 Helpful Tips for Preserving Your Wealth

Whether you’re approaching, transitioning into, or already in retirement, it’s crucial that you develop a plan to protect your hard-earned savings. According to a recent retirement survey by the Insured Retirement Institute, 41% of Baby Boomer participants stated “monthly guaranteed income” as the #1 or #2 most important trait for their retirement investments. Having a solid financial [...]

A Guide to the CARES Act for Americans Age 50 and Over

President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law to help Americans combat the economic effects of the coronavirus. It includes potential tax breaks, checks for qualifying Americans, and temporary new rules for retirement account withdrawals. Here’s a guide to the CARES Act for Americans 50 and over. Delayed Tax Filing [...]

5 Tips for Staying Cyber-Secure

The coronavirus pandemic forced many office employees to work remotely. It also caused an increase in cybersecurity threats, as hackers and scammers attempt to capitalize on panic and vulnerabilities. If you’re taking steps to protect your financial wellbeing and health, make sure also to protect yourself from cyber threats. Here are five tips for staying cyber-secure. [...]

3 Questions a Financial Advisor Can Help You Answer

It can be hard to know where to start when retirement planning, or who to go to for answers. Recent market drops and recoveries, increased unemployment, and uncertainty about the future could have you thinking about your financial future. If you’re wondering what your course of action should be right now, you should consider your risk [...]

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