Life Insurance at Various Life Stages

Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once again begin to diminish, your need for life insurance may decrease. Let’s look at how your life insurance needs change throughout …

11 Ways To Help Yourself Stay Sane In A Crazy Market

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact on your ability to achieve …

Retirement Assistance Within the CARES Act

In late March 2020, as the number of novel coronavirus cases in the U.S. surged past 100,000, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed into law.1 The CARES Act provides around $2.2 trillion in aid to businesses and individuals who have been impacted by shelter-in-place orders, government-mandated business closures, and large-scale job losses.   However, some of the …

The April 15th Tax Deadline is Now July 15th

The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes by 90 days, giving individuals and businesses another 3 months to file and then pay the government what they owe. What Should You Do? Putting off paying taxes until right before the deadline is human nature. In fact, according to recent statistics from …

What Is in the $2 Trillion Relief Package?

The United States has more cases of the coronavirus than any other country, and in an attempt to stop the spread of this disease, states have closed schools and businesses throughout the country. These unprecedented shutdowns have pushed many people out of work, hurt businesses, and brought much of the economy to a screeching halt. To ease the suffering, the …

Avoiding COVID-19 Scams

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can be sent via email, text message, and social media claim …

Work From Home Tips

With the rapid spreading of COVID-19, and more and more people either on self-quarantine or practicing social distancing, many of us are working from home.  While working from home definitely has its perks – no commute! – there can also be some challenges when it comes to motivation and productivity.  Here are 7 tips to help you get through this …

Coronavirus Update From Our Team

This past week can be described in so many ways. Crazy, frustrating, scary, isolating. One word that shouldn’t be used to describe this situation and the market’s reaction to the situation is uneventful. We have definitely been on our toes during this time. We thought that last Thursday and Friday were crazy…until, of course, we saw Monday. The markets continue to take large …

Our Action Plan in Response to the Markets

“Sell when everyone is greedy and buy when everyone is fearful” -Warren Buffet We want to communicate our action plan as we move through this time of market volatility and uncertainty.  As we have told all of our clients many times: We buy quality assets, allocate portfolios between stocks, bonds and some alternatives based on an individual’s risk tolerance.  Because …