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    Stock Market Decline-Bear Market-Financial Planner-NAPFA-Fee Only-Jupiter FL

    Our Thoughts on the Coronovirus Sell-Off

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®March 11, 2020

    Fueled by fears related to the Coronavirus and compounded by a drop in oil prices, the US stock market has exhibited extreme volatility over the…

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    Coronavirus Stock Market Financial Advisor NAPFA Fee Only Jupiter FL

    Coronavirus – What Does it Mean for Your Investments?

    By Jackie Goldstick, CFP®February 18, 2020

    Over the last several weeks, the coronavirus has grabbed global headlines. So far, U.S. markets have remained relatively immune. But should you try to dodge…

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    The SECURE ACT’s “10-Year Rule” for Inherited IRAs

    By Todd Schanel, CFA, CPA, CFP®January 24, 2020

    On Friday, December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.  The broad intent of the legislation…

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    2019: Year (and Decade) in Review

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®January 22, 2020

    After a down year in 2018, the outlook for stocks in 2019 was not positive. The markets had experienced an abrupt decline in the last…

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    Changes to Social Security for 2020

    By Jackie Goldstick, CFP®November 25, 2019

    The Social Security Administration has announced the following changes for the coming year. For those who are collecting benefits, benefit amounts will increase by 1.6%…

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    2020 Contribution Limits for Retirement Accounts Core Wealth Management Jupiter Florida

    2020 Contribution Limits for Retirement Accounts

    By Jackie Goldstick, CFP®November 16, 2019

    Annual contribution limits for retirement savings accounts for 2019 and 2020, as established by the IRS, are listed below. Please keep in mind that contributions…

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    Wealth Management-Fee Only-NAPFA

    5 Tips To Meet Your Financial Goals

    By Jackie Goldstick, CFP®October 29, 2019

    In most aspects of our lives, taking action serves us well.   We are conditioned from a young age to believe that if we want to…

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    Wealth Management - Financial Investing - Investing - 401k Planning

    How Do Capital Loss Carryforwards Work?

    By Todd Schanel, CFA, CPA, CFP®October 21, 2019

    Reprinted with permission from Schanel and Associates, CPA. www.schanelcpa.com. Original Post: October 04, 2019   When an investor sells a stock or mutual fund that…

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