The CARES Act: Relief for Individuals and Families
This is the second article in a three-part series on the CARES Act, a $2 trillion stimulus bill that was signed into law on March 27, 2020. The law is designed to offer wide-ranging assistance to households and businesses, providing everything from cash infusions to...
The CARES Act: Relief for Small Business Owners
This is the first article in a three-part series on the CARES Act, a $2 trillion stimulus bill that was signed into law on March 27, 2020. The law is designed to offer wide-ranging assistance to households and businesses alike, providing everything from cash infusions...
How to Prepare for the Challenges of Sudden Wealth
Sudden wealth changes your circumstances, and it can be difficult to manage that influx of money effectively. Here’s your guide to sudden wealth management. Does sudden wealth change a person? The short answer is no. If you struggled to manage your finances before...
How Much Money Do You Need for Retirement?
High net worth retirement planning requires a different approach to goal-setting. Here are a few items you’ll want to have for a comfortable retirement. People tend to have a hard time thinking about their “future selves” — in part because it forces us to face...
Wealth Management 101: What It Is and Why It Matters
For high net worth individuals, financial planning comes with different concerns than the average investor. Here’s how a financial advisor can help. The longest economic expansion in United States history continues, despite new uncertainties arising seemingly...
The SECURE Act
Photo by sucessphoto The SECURE Act, which was signed into law at the beginning of the year, introduces new provisions intended to make retirement more secure for people across the country. Investors should be cognizant of the fact that the Act makes significant...
10 Predictions for the Next 10 Years
Photo by railwayfx “The future ain’t what it used to be.” − Yogi Berra, Baseball Hall of Fame Catcher & Manager The 2010s represented the longest-ever period of sustained, uninterrupted economic growth and associated market gains. With shrinking unemployment,...
Qualified Retirement Plans: Big Benefits for Small Businesses
Qualified retirement plans are powerful savings tools that can help small business owners and their employees set aside assets for retirement in a tax-advantaged manner. There are many different types of retirement plans available to small businesses, and determining...