From: www.kff.org
Americans of all ages are increasingly worried about their finances now that the coronavirus has infected the economy. So far, the media coverage has focused more on the fallout for working families who are struggling to make ends meet, after losing their jobs, and income, as businesses shutter for the foreseeable future….
From: www.forbes.com
As more and more Americans are looking ahead to retirement, for some, the reality of not having enough income to pay the bills may be setting in. Even with income benefits from Social Security, many retirees are finding that it is necessary to return to a job or cut back on their living expenses. But, this may not be the…
Go to page: Maintaining a Healthy Financial MindsetFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
You’ve worked hard to build a safety net and plan carefully for the future, but that doesn’t mean your preparations are set in stone. As we’ve learned over the last few months, things can change when you least expect them to.
By cultivating a healthy approach to uncertainty and your finances in general, you can continue to make the…
Go to page: Ideas for Effective Charitable GivingFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
Maybe you’re in a position to pitch in and make a difference, but you’re wondering about the best ways to do so.
A smart giving strategy may not only provide greater resources for worthy causes, but also possibly lower your tax bill.
If you’re thinking about your favorite local businesses, your employees, or your community at large, here are a…
From: vanguard.com
How rebalancing can help your portfolio weather volatility
Watching your portfolio’s returns go up and down can be an emotionally trying experience. Rebalancing to a predetermined, diversified asset mix makes it so you don’t have to worry about market instability as much. When you maintain the appropriate asset allocation, it can serve as a buffer against extreme swings in the market. As a result, you…
Go to page: What to Know About New Retirement RulesFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
Are you familiar with the new provisions about retirement accounts from the SECURE Act and coronavirus relief bill?
Some of these changes may affect how you make retirement decisions in the coming weeks and months.
These new rules don’t apply to everyone and it’s important to reach out to discuss your situation before making any big changes, but…
From: www.forbes.com
Every so often, the stock market goes wild. Volatility goes up, people start freaking out, and there’s talk of market timing.
When you have a bull market, as we’ve enjoyed for a very long time, it’s easy to listen to the folks who say you should buy-and-hold for the long term.
When the market starts fluctuating, it becomes much harder to toe…
From: www.morningstar.com
What we’ve learned about sticking out bear markets, avoiding short-term losses, and not trying to time the market.
When investors experience market turmoil like that of the past couple of weeks, it can be hard to keep focused on the long-term potential of investing in stocks, even in spite of evidence that staying the course is…
From: www.fool.com
If you’re on Medicare, here’s what you need to know.
t’s been more than six weeks since the threat of COVID-19 became evident on a widespread level, and life changed in an instant. But while many people today are grappling with issues like unemployment and slaughtered retirement accounts, seniors have a unique…
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