Category Archive for: Planning

Should you act on the CARES Act?

The CARES Act introduced some changes to loans, withdrawals, and Required Minimum Distributions (RMDs) which leaves a lot to be sorted through. There are 3 main topics that pertain to retirement accounts. Are there any changes that should impact your planning or offer an advantage? We will take a closer look. The waiver of Required Minimum Distributions (RMDs)…

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June 2017 – Financial Education

Hello! ¿Cómo fue el mes pasado? (How did last month go? *I think*) For me, I gave a pitiful, but seemingly valiant, attempt at Duolingo and got quite a few of the cobwebs off since high school Spanish class. I’ll refrain from agreeing to post my laughable 16% fluency on my LinkedIn profile that the app…

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