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Financial Planning (Page 8)

Long-Term Financial Impact of COVID-19

2020-10-01
By: Service2Client
On: October 1, 2020

As bad as the economy is right now due to the COVID outbreak in the United States, many economists are predicting that the long-term outlook is much bleaker. Alas, Congress and the Federal Reserve’s efforts at…Read More →

Tips for Retiring in the Next 10 Years

2020-09-01
By: Service2Client
On: September 1, 2020

The stock market continues to perform with relative resilience, despite the current economic decline. But to be clear, without 100 percent participation in the economy – in terms of small business job…Read More →

Borrowing From Your Retirement Plan: New CARES Act Rules

2020-08-01
By: Service2Client
On: August 1, 2020

It’s been nearly half a year since Americans first became widely aware of the coronavirus contagion within the United States. While for a brief month it looked as if we had the virus in hand, since…Read More →

How To Use Qualified Charitable Distributions For Charitable Giving

2020-07-01
By: Service2Client
On: July 1, 2020

Each year, millions of Americans make donations to charitable organizations and receive something in return – a tax break. However, the 2017 Tax Cuts and Jobs Act curbed this tax advantage because it reduced the…Read More →

Why Sequence of Returns Risk Matters Now

2020-06-01
By: Service2Client
On: June 1, 2020

That year or two when you are closing in on your retirement date, followed by a year or two after you retire, are the worst times for a sustained market decline. Market analysts call this scenario the sequence of…Read More →

Prospects for Investing in the 2020s

2020-05-01
By: Service2Client
On: May 1, 2020

The third decade of the 21st century started out with a vigorous economy, record low unemployment levels and benign inflation. But late in the first quarter over the span…Read More →

The Economic Impact of Coronavirus

2020-04-01
By: Service2Client
On: April 1, 2020

In the days ahead, the COVID-19 pandemic will likely be described in economic terms as a Black Swan. This phrase is used to describe an event that: 1) was unpredictable; 2) causes severe…Read More →

SECURE Act Seeks to Help Americans Save More for the Golden Years

2020-03-01
By: Service2Client
On: March 1, 2020

At the end of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of a year-end appropriations package. This bill is designed to address specific issues…Read More →

Safety vs. Probability: Planning For Retirement

2020-02-01
By: Service2Client
On: February 1, 2020

As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgement based on facts…Read More →

Economic Correlation: Cyclical and Non-Cyclical Stocks

2020-01-01
By: Service2Client
On: January 1, 2020

A rising tide might lift all boats, but the same cannot be said for the economy.Read More →

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