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If you missed the news, the IRS announced that if you already took out your maximum percent for your Required Minimum Distribution, you are still in luck.  According to the IRS, you can still roll over those funds and put them back into your account. That is according to the current Cares Act waiver.This new waiver has been extended until the end of August. That...

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After months of desolation at the airports, air travel has increased every week leading into the busy summer vacation season. With full flights becoming more of the norm, it is more challenging than ever to socially distance on planes, making it important that you follow additional precautions.Mask Up: The number one thing that you need to remember before heading to the airport is to mask...

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The current economic crisis was unexpected, but it hit quickly. Within a month, the stock market lost about a third of its value. Many investors were hit particularly hard. As states largely locked down, many workers saw their jobs evaporate without much warning. Some of these layoffs were temporary. Unfortunately, many people are still out of work. One thing is clear, the rapid decline in...

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The recent global pandemic has caused many different types of economic fallout. It has resulted in many companies suspending the matching of their employee's 401(k) contributions. The Plan Sponsor Council of America conducted a survey. It discovered over 20 percent of large companies and organizations are currently suspending their matching contributions. A report from the Center for Retirement Research showed approximately 50 companies have suspended...

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Between February of 2020 and June of 2020 the Dow Jones Industrial Index moved violently from around 27,000 down to below 20,000 and then very quickly back to around 25,000. Anyone watching those market movements surely had a great amount of fear sweep over themselves regarding their retirement savings and their ability to trust the stock market to provide them with the capital appreciation that...

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Yesterday was World Elder Abuse Awareness Day.   There can be many ways the elderly are abused by family or those close to them.  Let’s look at abuse from a financial aspect. Financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation or intimidation to steal their money or property.Elderly adults are some...

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The ongoing COVID-19 global pandemic has disrupted life in countless ways. The health crisis has led many people to examine their own mortality and realize that they are not prepared for the end of life situations. As the crisis continues to rage on, it is more important than ever to make sure that your will and other important estate planning directives are in place.According to...

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In March 2020, the unemployment rate was 4.4 percent; just one month later the number had skyrocketed to 14.7 percent-the highest figure since the Great Depression of the 1930s. Some 29 million Americans are now temporarily or permanently out of work. COVID-19, the pandemic coronavirus, in many ways, has crippled the U.S. economy. The good-or at least better-news is that the federal government has made a...

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