In our continued effort to assist our clients with all things pertaining to their financial well-being, the following are some proactive steps that should be explored in these uncertain times. Apply for a loan under the Paycheck Protection Program. If you own a small business, you should begin the process of applying for the SBA […]
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In our last newsletter we discussed proposed retirement reform that had bi-partisan support. Although we, along with the rest of the planning community, anticipated some significant change to IRAs and RMDs for non-spouse beneficiaries, we didn’t have an actual law to work with. As of December 20, 2019, we do have a law to work […]
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However, as with other types of financial planning, bear in mind that your child’s college funding plan requires a disciplined approach that emphasizes consistency with your overall goals and objectives. Here is where planning comes in: Work with a financial advisor to establish a goal and determine how much you need to (and can) save […]
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As part of our on-going commitment to bring new resources to our clients, we would like to formally announce we have implemented Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips our Wealth Advisors to then build an investment portfolio to match your Risk Number and chart a […]
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