Go to page: Ideas for Effective Charitable Giving
From: 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 Rules
From: 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…
From: www.gobankingrates.com
There are occasions when a crisis sparks a wholesale change in the way that America does business. One of those epoch-shifting moments when people are forced to take note of a process they might not have questioned before, only to realize it has to change. Likewise, sometimes it’s a matter of an industry just needing that…
From: www.forbes.com
Last week I celebrated my birthday, and as is my tradition, I thought about how far I’ve come since my last birthday, and where I like to go by the next.
But I’ll be honest; this year was tougher than most. Amidst the nonstop news cycle of COVID-19 awfulness, I’ve found it hard to focus, my sleeping…
Go to page: Estate Planning Details to Keep in Mind
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
What does your estate plan look like?
If your plan is incomplete, the government will provide one for you. But most people want to make their own decisions about who will inherit their home, investments and bank accounts, not to mention take care of their pets and minor children.
If you want to follow the best practices for…
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