Archive for April 2020
Episode 74: Do You Really Need Life Insurance?
Do you actually need to have life insurance or is it just another expense? David talks through the importance of life insurance and how it might be worth having as a part of your financial plan.
Read MoreEpisode 73: Coronavirus & the Economy – Navigating The Turmoil
Between coronavirus fears and the current market volatility, how can you navigate this
turmoil wisely? What should you be doing with your money?
Roth IRA Conversion in the Era of COVID-19
Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for investment. It may be time…
Read MoreEpisode 72: 3 Key Provisions in the CARES Act
In response to coronavirus, the CARES Act has been passed. What will this mean for you and your financial planning? Let’s look at the three biggest provisions in this stimulus bill.
Read MoreEpisode 71: Financial Planning Wisdom and Quotes from Will Rogers
Sometimes you hear a quote that might have been said a long time ago, but it still rings true
today. What quotes from Will Rogers apply when it comes to making financial decisions?
Key Provisions of the CARES Act
Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.1 To put this monumental…
Read MoreEpisode 70: Are These Financial Views Fact or Fiction?
When it comes to your financial plan, are you basing it off of facts or fiction? Consider the decisions you’re making and where you’re getting your information. We’ll help you do that on this episode.
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