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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Coronavirus and the Global Stock Market

https://youtu.be/g0LUXVfhalE This was a communication sent to our clients last week about the coronavirus and its impact on the global financial markets. ------- Video Transcript If you’re following the news,…

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Tax savings after 70

https://www.youtube.com/watch?v=7O2B70S5bCw&feature=youtu.be The Congressional Joint Committee on Taxation estimates that almost 90% of taxpayers will use the standard deduction when they file their taxes this April 15thdue to the increased standard…

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Five Medicaid Long-Term Care Myths

http://www.youtube.com/embed/w6zabV7-jqA Many people want to know how they would ever be able to afford long term care costs that can range anywhere from $50,000 to $120,000 per year. Few people…

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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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