Archive for Category: Financial Advice

Inflation and Taxes Could Rise. Are You Ready for Retirement?

Americans are starting to see the impact of increasing prices at the supermarket and the start of inflation. Also, clothing at retail stores is depleting as manufacturing has halted, creating demand for products ordinarily accessible. Today’s economic conditions are much worse than coming out of the Great Depression. During periods economic...

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2019 IRS Tax Filing & Retirement Account Contribution Extensions

COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The tax filing deadline change is part of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) stimulus package for tax payors. Additionally, the closure of Social Security offices, IRS tax...

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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...

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Link Financial Advisory - Coronavirus and The Markets

Reflect, Reset, Rebalance Your Life

Not everyone experiences a life-changing event in their lifetime, one that impacts them for better or worse. As we continue to experience the pandemic, we are witnesses to our own experiences. We don’t know what the outcome will be for ourselves, our neighbors, community, and so on. It can...

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Link Financial Advisory - Green Lending in the United States

Green Lending in the United States: Benefits for Sustainability and Debtors

A growing trend in global debt markets, Green Lending, continues to grow among American debt investors. Green Lending ties sustainability initiatives into loan products designed to entice and reward debtors who meet sustainability goals. The debtor’s sustainability goals are performance-based and include such things as lowering electricity and water...

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