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.
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…
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…
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…
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…
The Tax Implications of Selling Your Primary Residence
http://www.youtube.com/embed/tBYQt5lg8TY Whenever you’re selling property or investments that have appreciated in value, taxes are a big consideration in the timing of the sale. Selling at the wrong time can lead…
Is Gold a Good Investment?
http://www.youtube.com/embed/qQS9llPUW44 Gold is sometimes referred to as “The currency of fear” because it is often sold in late-night infomercials touted as a hedge against a future where your dollars or…
Understanding the Three Basic Types of Life Insurance: Term, Universal and Whole Life
http://www.youtube.com/embed/MMt9SVvkzvQ While there are many different aspects of life insurance policy design that you’ll want to understand before you take out a policy, the most fundamental thing to know is…
