The CARES Act for Individuals

Financial advisor Stephanie Summers summarizes The CARES Act and some of the provisions for individuals including stimulus checks, unemployment insurance, student loans and more.

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Market Update: March 13, 2020

https://youtu.be/4tqyOvPrGcs   Transcript: Hopefully you already received and watched our February 28th market commentary about how COVID-19 has impacted our global economy. While it has only been a couple of…

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Required Minimum Distributions

http://www.youtube.com/embed/7ACzE1_DRxs What are Required Minimum Distributions (RMDs)? Required Minimum distributions, often referred to as RMDs, are amounts the IRS requires you to withdraw annually from your Traditional IRA or employer…

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End of Life Decisions- Advance Directives

http://www.youtube.com/embed/MWZ7XWqyTTg End of Life Decisions- Advance Directives No matter how much control we exert over our day-to-day lives, there may come a time in each of our futures when we…

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Options when Inheriting an IRA

http://www.youtube.com/embed/cEiS_7xiCF4 Some assets, such as cash, are simple to pass on to heirs. Other assets, such as IRAs, have certain rules and conditions that change depending on the distribution method…

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