CARES Act waives your Required Minimum Distribution for 2020

by admin | Apr 17, 2020 | Retirement

When the market has had big losses in the past, policy makers have stepped in and changed requirements for retirement accounts. Why? It is a way to keep our retirees’ livelihood sustained longer.  The government would rather implement a stopgap now.  It is a measure...

What To Do in a Recession? Your Automated Transactions

by admin | Apr 15, 2020 | Recession, Retirement

You’re on autopilot with your retirement accounts – for adding money or taking income. That’s perfect most of the time!  However, in a recessionary period, you might reconsider your game plan. Check out Liz’s video covering the topic of adding...

Fear or Hope? You Pick.

by admin | Apr 9, 2020 | Recession

  In changing times like these, we have to decide whether we move in fear or hope.   I choose hope.   I have hope because disasters, like Covid-19, unleash human reserves to improvise, unite, and resolve. Disasters can bring pockets of purpose and joy...

What To Do In A Recession: Your Investments

by admin | Apr 8, 2020 | Recession, Retirement

It’s been a wild ride this first quarter of 2020. A double whammy, not only within the economy but as we navigate new (hopefully temporary) normals for everyday life. You will receive your quarterly statements this week. As you open the envelope, it may stir...

An Open Letter About the Coronavirus’ Impact:

by admin | Mar 23, 2020 | Our Philosophy, Recession

To All – Hopefully you’re able to stay calm this worldwide health crisis and panic. My prayer is that all of us can experience calmness in the storm.   I have been impressed with our customers. The resilience, perspective, and rationality I’ve witnessed...