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Retirement Planning

Are You Feeling SECURE about Retirement?

The SECURE Act has changed a lot of the retirement rules we’ve been living by for years. Take a look at the most significant changes and see how you might be affected. Like most legislation these days, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has some good changes and some…

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CARES Act Drastically Changes Required Minimum Distribution Rules For 2020

GETTY The CARES Act essentially suspended required minimum distributions (RMDs) for 2020 across the board. However, there have been a lot of questions about what this means for those who already took out distributions, and the impact on taxes and inherited accounts. It is important to remember that the CARES Act is a relief bill,…

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Are forgivable loans the best option for your business?

“Did you hear? The SBA is giving away free money in the form of forgivable loans that small businesses don’t have to repay! This is a no-brainer, right?! What am I missing here?” Not so fast… Many small business owners across the country have probably heard one variation of the above quote—whether from friends, business…

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Wednesday Q&A – What should I be doing during this market downturn?

What should I be doing right now during this market downturn? First things first, don’t panic. There are resources to help you stabilize your retirement income avenues. Here are three things you should consider doing when the market is declining: 1. SCHEDULE A RISK EXPOSURE REVIEW: This review will tell you just how much of…

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Worried about a recession?

Recent fears of the coronavirus outbreak (COVID-19) has the American people and the markets on edge. We’ve seen significant market dips as the world tries to get a grasp on the situation, and the ongoing uncertainty and unending media coverage can make even the most confident individuals start to be concerned whether a recession is…

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What’s in the $2 Trillion Senate Coronavirus Bill

How households, businesses, taxes and more are affected by the package The stimulus package adds $27 billion to an emergency fund that could give a boost to dozens of projects by pharmaceutical companies and academic groups developing drugs and vaccines against coronavirus. Here, people carry donated boxes of N95 masks. PHOTO: JERRY HOLT/STAR TRIBUNE/ASSOCIATED PRESS The $2…

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Wednesday Q&A – What is the 50-50-50-50 strategy?

What is the 50-50-50-50 strategy? A comprehensive financial plan using our 50-50-50-50 strategy puts protections in place to help safeguard against various types of downturns in the market. Subject to your risk number, when you are properly blended in the 50-50-50-50 strategy, 75 percent of your assets would be correlated to the upside of stocks and…

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