Archive for Tag: covid19

Identity Theft, Cybersecurity, and COVID-19

The COVID-19 pandemic has shifted cybersecurity and identity theft into the spotlight for both businesses and individuals. With many people working from home, the need for internet security is at an all-time high. Businesses are experiencing more cybersecurity attacks and their remote workers are targets of phishing. As we...

Read More

Financial Planning to Reflect Our ‘New Normal’

COVID-19 has changed everything from our jobs to school learning and shopping and how we plan for retirement. The pandemic has created implications for financial planning on critical items, moving them front and center for those saving for retirement and those already retired: Healthcare costs. With the Affordable...

Read More

2020: A Timeline Recap

2020 has been unlike any other thanks to the COVID-19 pandemic, our strange stock market, and social unrest leading up to the Nov. 3rd Presidential Election. This recap is for you to see what we have already been through as we look toward a brighter future as we assess...

Read More

The CARES Act, RMD, and Hardship Distribution Changes

The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) became law on March 27th, 2020, and contains significant legislation for Required Minimum Distributions (RMD) for those over age 70 ½ who have already started RMD. Under previous IRS distribution laws, a minimum distribution from a pre-tax retirement...

Read More