Borrowing From Your Retirement Plan: New CARES Act Rules

🖨 Print⏱ 4 min readIt’s been nearly half a year since Americans first became widely aware of the coronavirus contagion within the United States. While for a brief month it looked as if we had the virus in hand, since … Continue reading →

🖨 Print⏱ 3 min readEach year, millions of Americans make donations to charitable organizations and receive something in return – a tax break. However, the 2017 Tax Cuts and Jobs Act curbed this tax advantage because it reduced the number … Continue reading →

🖨 Print⏱ 3 min readThat year or two when you are closing in on your retirement date, followed by a year or two after you retire, are the worst times for a sustained market decline. Market analysts call this scenario … Continue reading →

🖨 Print⏱ 4 min readThe third decade of the 21st century started out with a vigorous economy, record low unemployment levels, and benign inflation. But late in the first quarter over the span of two weeks, investors faced the fastest … Continue reading →

🖨 Print⏱ 4 min readIn the days ahead, the COVID-19 pandemic will likely be described in economic terms as a Black Swan. This phrase is used to describe an event that: 1) was unpredictable; 2) causes severe and widespread consequences; … Continue reading →

🖨 Print⏱ 4 min readAt the end of 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of a year-end appropriations package. This bill is designed to address specific issues related to retirement savings … Continue reading →

🖨 Print⏱ 3 min readAs we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgment based on facts, due diligence, … Continue reading →

🖨 Print⏱ 3 min readA rising tide might lift all boats, but the same cannot be said for the economy. When the U.S. experiences robust economic growth, certain sectors of the stock market tend to rise while others hold steady … Continue reading →

🖨 Print⏱ 4 min read The economic indicator known as Gross Domestic Product (GDP) represents the dollar value of all purchased goods and services over the course of one year. It is comprised of purchases from all private and public … Continue reading →

🖨 Print⏱ 5 min readEconomists generally determine that the country has fallen into a recession after two consecutive quarters of negative gross domestic product (GDP) growth. Since 1967, the United States has experienced seven recessions. The thing is, predicting a … Continue reading →