CARES Act Overview
As the CARES Act was signed into law very recently, we wanted to share a summary of the key provisions and how they might affect you. Take a look at our quick overview. In particular, small business assistance and the waiver of Required Minimum Distributions. https://bit.ly/3e9kZvt.
The Value of a Fee-Only, Fiduciary Advisor
What makes financial advice “good enough”? Well, that depends on if your advisor is working under the fiduciary or the best interest standard. The good news is that as the client, you have the power to decide which standard is the right fit for you. We shared how in our recent article. https://bit.ly/fiduciary_advisor.
Financial Goals for Your 30th Birthday
The years between 20 and 30 can be some of the most exciting – and challenging – times in life. But what really matters when it comes to the financial lives of young investors? To help simplify things a bit, we created a resource that details 8 financial goals for investors to accomplish before their 30th birthday. If you’re under 30, how are you doing on the list? If you are over 30, how are the young investors in your life doing? Take a look. http://bit.ly/8-goals-for-30
Tax Planning: Year End Preparations
The Tax Cuts and Jobs Act of 2017 continues to provide Americans with opportunities and challenges as they prepare to file their taxes. As we prepare to head into tax season once again, we feel that a review of deductions, tax brackets and exemptions may be in order. Grab a copy of our updated 2020 Tax Planning piece here. http://bit.ly/2p025CF
Pro Vs. Self-Managed
In 2018, the S&P 500 was down -4.38% and the average investor lost -9.42%. (DALBAR) Emotional decision-making was a major factor, and we explored this topic in a recent article here. bit.ly/2Zmo1Vu
Ultimate College Checklist
With summer in the air, it means fall is just around the corner. And, for many, that means kids heading off to college. We share a checklist of 13 critical items that should be addressed before your child starts classes. http://bit.ly/2KLR0P0
Budgeting & Beyond
Ready to get serious about budgeting?
Read this article first where we share 4 pro tips that we’ve learned over the years. http://bit.ly/budgetingandbeyond
6 Steps for Early Retirement
We’ve gotten a lot of questions recently on what it takes to retire early. While leaving the workforce may sound appealing, the people we work with want to make sure they have enough money saved and their portfolio is positioned for the road ahead. Here are the 6 steps every investor should take before considering early retirement https://bit.ly/2SIqwgT.
Empower Your Future
Today, fewer than 1 in 4 employees have a pension – and that number is falling. Social security is changing too, as the retirement age to receive full benefits rises. Younger generations can no longer rely only on the system for retirement savings. It’s up to you to provide for yourself, and to prepare to do so sooner rather than later. Grab a copy of our latest article to learn how to build a thoughtful savings and investing plan for today and for the future. http://bit.ly/empower_you_future
Choosing a Financial Advisor: What to Know Before You Invest
Choosing a financial advisor may be one of the most important financial decisions that you’ll ever make, and the quality of this advisor’s advice could heavily influence your long-term financial success. Consider these things before making your selection. http://bit.ly/choosing_advisor
