The CARES Act for Individuals

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

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

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

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

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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