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Key Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Key Provisions of the CARES Act Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act…
Read MoreLosses hurt you more
One of the most important retirement concepts to understand is that loss of principal overshadows gains. Protecting a portion of your retirement assets against losses may be the single most…
Read MoreImpact of The SECURE Act
With all the political turmoil and intensity going on in Washington D.C, you may be surprised to find that there is a bipartisan retirement reform bill underway. The bill passed…
Read MoreBonds vs REIT
Traditionally most investors like to split their portfolio into stocks and bonds and balance based on their risk preference. Bonds are less volatile than equities so investors tend to buy…
Read MoreHow Will the Trade War Affect my Retirement?
Three weeks ago it seemed like the world’s two largest economies were getting closer to achieving a deal to end the trade war. However, an increase in tariffs on 200B…
Read MoreWhy you should consider Dividends as a source of retirement income
As a shareholder, there are two main ways that your investment brings a return. The first, and most widely recognized, occurs when the firm you have invested in grows and…
Read MoreWhy a Guaranteed Insurance Contract Should Be Part of Your Portfolio
Investing isn’t easy in these uncertain times. The market crash of 2008 wiped out years of savings and unfortunately no one knows when the next market downturn will hit. A…
Read MoreThe Top 4 Annuities Myths That Get People in Trouble
The only way you can decide whether annuities are right for you is by looking at the facts. Unfortunately, there are plenty of annuities myths floating around that can get…
Read MoreWhat Are the Top 5 Goals for Planning Retirement?
Retirement is often referred to as “the golden years,” and with good reason. After a long, dedicated career, now’s the time to finally catch up on all your lifelong goals.…
Read MoreHow to Save for Retirement in Your 20s
If you’re in your 20s, is it too early to start saving for retirement? The answer is a resounding “no.” Retirement might be decades away, but the sooner you start planning…
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