In my conversations with people, this specific question comes up a lot, so I thought it would be a good topic for my next blog post. Question: When searching for the right financial help and advice, why should I care if the advisor I work with is a “Certified Financial Planners™”? My Answer: Searching for
So, we’ve all been sheltering in place for about six weeks now, being good citizens doing our best to slow the spread of the coronavirus so that we can recover sooner than later. If you’re working at home, you are one of the fortunate 30% who can safely continue your work and collect your paycheck.
As you’ve heard, Congress recently passed the CARES Act to provide financial relief to individuals, families, and small businesses (as well as health care providers, large businesses, and local governments). A key component relates to defined contribution retirement plans (IRAs, 401(k) plans, etc.). Let’s look at the ways this component might affect your family. First,
These are certainly challenging times. Businesses are closed, we’re all (supposed to be) staying home, the news is frightening, and our retirement plans are in jeopardy. Under the circumstances, it’s amazing that anything productive gets done. But good things are being done daily by our nonprofit community to help those with the greatest needs, and
March is turning out to be the worst month for stocks like ever. As of March 19 the S&P 500 stock index is down 19%, and down 29% from its high point just one month ago. This rapid decline is enough to make anyone want to close his eyes and stay in bed. It’s scary,

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