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How to Structure Charitable Giving Throughout Your Lifetime
Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure...
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Election 2020: Preparing for Any Outcome
As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?"In reality, however,...
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October Is Financial Planning Month
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...
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Election 2020: Preparing for Any Outcome
As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?"In reality, however,...
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Home Improvements Trending Higher
Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.1It’s not that big of a surprise since many Americans now find their homes are doing triple...
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Race for a Vaccine
A U.S. drug company recently said that it’s in late-stage trials for its coronavirus vaccine and reported that it could be given to Americans as early as the end of the year.1Great news. But it seems like every few days...
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2020 RMD Income Tax Relief is possible
Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There...
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Federal Student Loan payments paused due to COVID-19
This month, many universities and colleges are welcoming students back to campus, even if most campuses are largely online this year.But that's not all that's different. The current administration has issued an executive memorandum...
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CARES Act: Will There Be a Phase 4?
With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act.More than $3 trillion in stimulus has been pushed into the economy since...
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Cares Act Information
Cares Act for Retirement Cares Act for Individuals
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U.S. Banks Flush with 2 Trillion Dollars in Cash
An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January.1This surge of money into banks has no precedent in history.Several...
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FAQs about 2020 stimulus checks
Are you eligible for a stimulus check from the Treasury Department?As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...
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