Resilience in the Time of COVID-19

The COVID-19 global pandemic and resulting economic uncertainly have had a profound effect on our sense of safety and control.  The closest experience that many of us have had in our lifetimes was the financial crisis in 2007-2008 followed by a deep recession.  Although the root causes are dramatically different, the impact on our sense of financial well-being is similar.  Few of us expected to face such challenging economic circumstances again within such a relatively short period of time. (more…)

$2.2 Trillion Stimulus: What it means for you

By: Matt Grodin

I am working hard (from home) to get tax returns out the door, and I would like to take a moment to answer some questions regarding the stimulus package signed by President Trump on Friday afternoon. There is a lot of information in the news on this subject, but not all of it is complete or accurate.  I’ll provide the highlights, including a few sources that I trust. Please note that information on this topic will continue to evolve. Regulations have not yet been written for how this law will be implemented. (more…)

The State of the Economy and Coronavirus

Given the volatility in the financial markets beginning the week of February 20, 2020, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is our take on those topics.
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Why Dismissing Social Security in Your Retirement Plan Is a Mistake

By: Jarret Simpson

When the subject of Social Security comes up during retirement planning conversations, both younger and older investors often greet it with a healthy dose of cynicism. Such discussions tend to include comments like, “Oh yeah, sure. If there’s even anything left for me” or “Isn’t Social Security going bankrupt?” Sometimes I hear a more draconian stance, like, “I just plan on it not being around when I’m retired.” This last viewpoint actually is quite common. According to a study by AARP, 65% of adults are not confident about Social Security’s future. (more…)

Make life easier in 2020

As you begin to be fulling engaged in 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved. What if you could eliminate this unnecessary baggage and get to that peaceful life you visualize? (more…)