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As industry experts, our financial advisors cover what's most important to you with a wide range of financial planning topics including investing, risk management, estate planning, income tax strategies, retirement planning, and the latest market news and information.
Presented by Kris Maksimovich, AIF®, CRPC®, CExP™: This week, we had some progress on the pandemic front, as things started to improve after the stabilization we saw last week. Case growth peaked, at least in the short term, and the case growth rate ticked down. Further, outbreaks in many states are now being contained, asRead more
Presented by Ben Murphy, CPA, PFS™: The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), signed into law on March 27, 2020, includes provisions that temporarily relax several key retirement account rules. One of these provisions is a RMD waiver of required minimum distributions (RMDs) in 2020. Here’s what you need to know. RMDRead more
Presented by Michael G. Wendlandt: This week, the medical risks continued to rise. Notably, outbreaks in Arizona, California, Florida, and Texas got worse, and other states also showed faster outbreaks. As such, health care capacity is now a concern in several cities. Nationally (as of July 15), the number of new cases broke 70,000 forRead more