Financial Planning

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27th. This Act is a large ($2 trillion) stimulus package aiming to help ease the economic struggles caused by the coronavirus and its effects on our citizens, communities, and...
Topics: Economy and Investing, Financial Planning

In turbulent times like these, our Clients often ask how we’re protecting their assets. In this piece, we’ll focus on the measures our strategic partner, Charles Schwab, takes to ensure our Clients’ accounts are safe. Schwab is one of the largest and best capitalized broker/dealers...
Topics: Economy and Investing, Financial Planning

You are probably expecting one of Dave’s amazing “valium grams”. But today you get to hear from me. And I’m writing about anxiety. This Coronavirus situation is scary. I’m a bit scared. And I don’t know where it is going to go (“I’m not a...
Topics: Economy and Investing, Financial Planning

The SECURE Act, or the Setting Every Community Up for Retirement Enhancement (SECURE) Act, was signed into law on Friday, December 20, 2019, attached to a year-end appropriations bill. While the changes may not be as wide-spread as the Tax Cut and Jobs Act (TCJA)...
Topics: Financial Planning

Being financially responsible is not always an easy task. We encounter financial decisions – like the following – on a regular basis, and it can be difficult to know which path will help us achieve our goals. How do we invest our savings? How much...
Topics: Financial Planning

Health care costs - premiums, deductibles, copays, and other out-of-pocket expenses – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place, and the IRS offers two strategies that can be taken advantage of: the...
Topics: Financial Planning