Exchange Traded Funds and Mutual Funds
https://www.youtube.com/watch?v=-EnGM1FDBak&feature=youtu.be
https://www.youtube.com/watch?v=-EnGM1FDBak&feature=youtu.be
Financial advisor Stephanie Summers summarizes The CARES Act and some of the provisions for individuals including stimulus checks, unemployment insurance, student loans and more.
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…
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…
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…
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…