Resources

Money and Happiness

Susan Strasbaugh, CFP®, EA, AIF®, 6/3/2020 “Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economists and social psychologists have studied this topic – the intersection between money and…

Is COVID-19 Creating An Education Planning Crisis?

Tim Maurer, Director of Advisor Development, 6/3/2020 Few things in our lives have been so dramatically altered throughout the COVID-19 crisis as school and education. From online coursework to cancelled proms to a March devoid of Madness but full of uncertainty about whether or not college campuses would even reopen for the fall semester, there…

The Key To Saving More For Retirement: Using Your Imagination

Tim Maurer, Director of Advisor Development, 5/4/2020 The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s precisely our fixation on the present that causes us to struggle to follow through on our intentions to secure our…

Charitable Giving Opportunities Under the 2020 CARES Act

Elliot Dole, CFP®, EA, AEP®, CExP™, CAP®, 5/4/2020 The government’s massive COVID-19 and economic relief package – the CARES Act, which was signed into law in March – contained some significant measures to encourage immediate charitable giving to nonprofits. These included revisions to the Internal Revenue Code intended to provide additional tax benefits to taxpayers…

Top 10 CARES Act Provisions You Need to Know About

The BAM ALLIANCE, 5/4/2020 What programs in the government’s enormous coronavirus and economic relief package – the CARES Act, which went into effect at the end of March – apply to you, your financial goals this year, and your longer-term plan? How do you even begin to get a handle on everything in the law,…

The Market Volatility Survival Tool: True Grit

Tim Maurer, Director of Advisor Development, 3/26/2020 Is recent stock market volatility bugging you? Do you wince with every headline announcing the expansion of quarantines, knowing the market will likely panic? Do you sneak a peak at your portfolio’s performance more than quarterly (or perhaps even annually)? Does market volatility tempt you to question your investment…

CARES Act Includes Relief for Retirement Account Owners

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Notably, several provisions of the CARES Act deal with retirement accounts and offer relief to retirement account owners and/or beneficiaries in a variety of ways. Bland Garvey is providing a Frequently Asked Questions (FAQ) document that summarizes some…

What Do You Do When markets Are Down? Build Wealth!

2020 – 03/26 It never feels great to see the stock market drop, especially by a lot, and then watch as your portfolio’s value falls with it. Fear, frustration, anger, anxiety, helplessness – each is a totally understandable and even appropriate response. But all circumstances, no matter what part of life they touch, come with…

FAQ: Tax Filing and Payment Deadline

2020 – 03/27 The IRS recently released answers to some commonly asked questions about the tax relief provisions designed to help taxpayers and investors dealing with economic fallout from the COVID-19 pandemic. The primary benefit of this relief is an extension of time to file and pay your taxes. Specifically, what would have been due on…

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