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 [...]

By |2020-06-09T16:53:32+00:00May 25th, 2020|Taxes|0 Comments

Two New Laws: What You Need to Know

Amidst all the chaos going on recently, it has been more important than usual to stay on top of your retirement and financial goals. The government has recently passed 2 laws that may impact your retirement plan. Let’s take a look at how the SECURE Act and the CARES Act may impact you.  Disclaimer: Content [...]

By |2020-05-22T22:29:20+00:00May 22nd, 2020|In The News|0 Comments

Should You Claim Social Security Early Due to Financial Hardship?

If your financial or employment situation has changed due to coronavirus, you may be rethinking your Social Security claiming strategy. While you can claim Social Security benefits as early as age 62, you will receive a permanently smaller benefit. If you wait to claim past your full retirement age, your benefit will increase by 6 [...]

By |2020-06-09T16:53:15+00:00May 18th, 2020|Financial Planning, Social Security|0 Comments

Using Annuities to Retire With Confidence – Published March, 2020

Teaser text: Retiring is often fantasized as a time to relax, travel, and spend time with loved ones. However, more and more Americans are discovering that it can be an uncertain, and worrisome time in their lives. Disclaimer: Content in this material is for general information only and is not intended to provide specific advice [...]

By |2020-07-13T15:15:24+00:00May 15th, 2020|In The News|0 Comments

Do You Need Life Insurance in Retirement? – Published January, 2018

One form of life insurance that may be worth investigating for its tax advantages and estate benefits is an indexed universal life policy.  Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what may be appropriate for you, consult [...]

By |2020-07-13T15:15:11+00:00May 13th, 2020|In The News|0 Comments

Is the ‘Buy-And-Hold’ Strategy Still Alive and Well? – Published December, 2017

 It’s a rule that investors have stood by forever. But if you’re near retirement, it might not be right for you now. And the “4% rule”? It may be time to rethink that one, too!  Disclaimer: Content in this material is for general information only and is not intended to provide specific advice or recommendations [...]

By |2020-05-12T18:36:07+00:00May 12th, 2020|In The News|0 Comments

3 Common Coronavirus Scams to Watch Out For

During a time when many people are searching for information about the coronavirus, scams are proliferating. Fraud related to the stimulus checks, malicious websites and products, and fake charities are popping up more frequently, so you should know what to look for. Here are three common coronavirus scams. Stimulus Check Scams The government has sent [...]

By |2020-06-09T16:53:05+00:00May 11th, 2020|Fraud Protection|0 Comments

How The Coronavirus Shutdown Could Affect You in the Long-Term

Recent events have everyone wondering when a sense of normalcy will return. But the answer isn’t as simple as hoping for a date when stay-at-home orders will be lifted. No one knows if there is a long recession to come, or if the economy will bounce back in the near future. Although things may seem [...]