Coronavirus – What Does it Mean for Your Investments?
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
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…
2019: Year (and Decade) in Review
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…
Changes to Social Security for 2020
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%…
2020 Contribution Limits for Retirement Accounts
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…
5 Tips To Meet Your Financial Goals
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…
How Do Capital Loss Carryforwards Work?
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…
Market Corrections, Bear Markets, and Recessions: A Primer
As the markets continue to move up and down and as the media continues to have a field day playing with our emotions, it is…