From: theconversation.com
Where will we be in six months, a year, ten years from now? I lie awake at night wondering what the future holds for my loved ones. My vulnerable friends and relatives. I wonder what will happen to my job, even though I’m luckier than many: I get good sick pay and can work remotely. I am…
From: www.daveramsey.com
“Lock in a lower rate!”
“Refinance now and save!”
Everywhere you turn right now, there’s a new wave of hype about mortgage refinancing. That’s all thanks to the Federal Reserve dropping interest rates by half a percentage point at the beginning of March 2020 and then dropping again mid-month to between 0–0.25%.1,2 Zero percent is pretty attention grabbing, but keep in mind that…
From: www.forbes.com
The bipartisan COVID-19 stimulus bill just signed by President Trump includes welcome tax relief for retirees: The required minimum distribution rules for Individual Retirement Accounts and 401(k)s are waived for 2020. That means that instead of taking money out this year, retirees can keep their investments…
From: David H. Morgan & REAP
Dear Valued Clients,
March of 2020 will go down in history as one of the most chaotic months in modern national history. After an optimistic start to the year, the COVID-19 virus, an oil price war, and an old-fashioned Wall Street Panic took their toll on global markets. Congress has announced a fiscal stimulus package of more than $2 Trillion to…
A webinar presented by Patrick Brewer
Patrick is the founder of America’s Retirement Forum, a nationwide educational non-profit dedicated to helping pre-retirees plan for a successful retirement. Before founding America’s Retirement Forum, Patrick was the co-founder of SurePath Wealth Management, a financial advisory firm headquartered in Austin, TX. Patrick received a B.S. from the University of Delaware. He is a CFA® charterholder and a CPA.
If you…
From: www.aol.com
We all want to keep as much money in our pockets as possible, but it’s also important to know where to draw the line when it comes to pursuing deductions and other efforts that might lower your annual tax burden. Keep in mind that certain deductions and other information on a tax return…
Go to page: 4 Planning Approaches to Keep in MindFrom: REAP, LLC. | Retirement & Estate Advisors & Professionals
You probably know more about your finances than the average person, but it never hurts to revisit a few key ideas as you continue to plan for your best future.
After all, understanding retirement and estate planning basics can help you and your family stay on track and ask the right questions when needed.
Take a look and…
Go to page: Top Home Remodeling Projects for Aging in PlaceBy Jennifer Frost
It has been projected that, by 2050, there will be an excess of 83 million people over the age of 65 in the USA, which is more than double the number of how many there are now. Of the current senior population, as much as 90% plan to remain in their own homes for the next 10 years, while only 65% of seniors between the ages of 60…
From: visualcapitalist.com
Few investors could have predicted that a viral outbreak would end the longest-running bull market in U.S. history. Now, the COVID-19 pandemic has pushed stocks far into bear market territory. From its peak on February 19th, the S&P 500 has fallen almost 30%.
While this volatility can cause investors to panic, it’s helpful to keep a long-term perspective….
From: visualcapitalist.com
Structured notes are gaining momentum in the market, with a whopping $2 trillion in assets under management (AUM) globally.
So why haven’t more investors heard of them?
Traditionally, structured notes had a $1 million minimum investment. They were only available to high-net-worth or institutional investors—but they are now becoming more accessible.
Today’s infographic from Halo Investing explains what…
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