Archive for the ‘Featured’ Category

record retention rules

Record Retention Rules for Individuals

Record retention rules can be confusing. Here is some guidance on what you need to keep and for how long.
budgeting in retirement

Budgeting for Retirement

When retirement is near, budgeting is critical. It could mean the difference between enjoying your retirement, and outliving your money.
retirement planning mistakes to avoid

Avoid These Pandemic-Prone Mistakes When Planning for Retirement

Planning for retirement, especially during a pandemic, can be stressful. Avoid these retirement planning mistakes to ensure you achieve your retirement goals.
intrafamily loan

Deciding if an Intrafamily Loan Makes Sense

On June 10, the Federal Reserve announced that it is unlikely they will raise interest rates until 2022. This is good news for borrowers, as low-interest rates may spur additional spending. The other side of the coin is that for investors in the bond market or savings and money market accounts, lower rates penalize conservative […]
401(k) after job loss

What to do with Your 401(k) Plan After Unemployment

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be wondering, “What should I do with my 401(k) retirement plan?” People leaving an employer typically […]
understanding the markets

Clarity is the Key

Investors and advisors around the world are always striving to understand the markets, hoping to use educated logic to anticipate where it’s headed. Applying logic to the markets seems like it should make perfect sense. For example, we might expect the markets to decline when we have higher than expected unemployment numbers, and when we […]

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