by volcom2278 | Jul 30, 2020 | Newsletter
HOT TOPIC: The SECURE Act and Your Retirement Savings A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies. Three Generations of Retirement Strategies Millennials, Gen Xers, and baby boomers face... by volcom2278 | Jul 30, 2020 | Newsletter
Caught in the Middle: The Sandwich Generation Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents. Consider REITs for Income and Diversification Explore the basics of equity real... by volcom2278 | Jul 30, 2020 | Newsletter
HOT TOPIC: The Coronavirus and the Global Economy An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact Stay-at-Home Spouse? Consider a Spousal IRA Stay-at-home spouses can fall... by volcom2278 | Jul 30, 2020 | Newsletter
Sticker Shock May Drive Consumers to Used Cars As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle. Risk Tolerance: Stress-Test Your Portfolio…and Yourself Do you know your personal tolerance for market risk?... by volcom2278 | Jul 30, 2020 | Newsletter
HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times. Setting a Retirement Savings Goal This... by volcom2278 | Jul 30, 2020 | Newsletter
HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan? In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy. Protection to Help Your...