Layoffs, Early Retirement Packages, oh my…….

Economic uncertainty is causing some companies to revisit and adjust their balance sheets.  Cutting expenses may involve layoffs or early retirement packages for current employees.  If you find yourself in the situation where you are presented with an early retirement...

Roth IRA Conversion in the Era of COVID-19

Is it right for you? The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating,...

6 Ideas To Bridge The Cash Flow Gap

It is common to compare market movements to the ebb and flow of the ocean tide (which we are temporarily missing while our beaches remain closed).  These are certainly unchartered waters!  Please continue reading for ways to help you navigate through the uncertainty....

Portfolio Analytics Update

While it’s never fun to watch your investments go through declines, our recommendation is to follow the plan that we put in place for you and not let your emotions take over and derail your long term goals.  The reason for this advice is that, on average, 5 years...

2020 Annual Financial To-Do List

  Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about your goals!  Here are a few ideas to consider as you plan the year ahead: Can you...

The SECURE Act

Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a...