Planning matters

Reassurance in Turbulent Times

As I juggle virtual school with two middle school daughters, a spouse managing his two restaurants and my own career, I’ve realized this entire pandemic experience is comparable to a really turbulent flight. Think about it. Overall, there is nothing pleasant about it, but around you – some are doing better than others. Some are…

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Your Work has Changed, Will your Taxes Too?

Life amid the COVID-19 pandemic has shifted the working world in radical and ever-evolving ways. For those fortunate enough to keep their existing jobs, or those who have shifted to new or additional work, “work from home” (WFH) has become much more common. For many this won’t alter their tax situation, but for some—like those…

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A Millennial Encounters a Bear

If like many millennials you’ve been a casual observer of your retirement investments over the last decade, you may have become accustomed to seeing your account balance rise nearly every year since the Great Recession 1. 1 S&P 500 Historical Annual Returns 2010-2019 Past performance is no guarantee of future results. Index performance presented does…

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What’s Going to Be YOUR Story?

We are witnessing history. What started as news reports from China just a few months ago has now ultimately affected every way of life for individuals across the globe. This historical time is different than perhaps other significant moments we’ve witnessed in the last 75 years because of its global scale and the ability for…

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CARES Act Highlights

On Friday, March 27, President Donald Trump signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act to help stimulate the US economy because of COVID-19. We unpack some of the highlights of the CARES Act and provide answers to some commonly asked questions. Direct Payments Perhaps the biggest headline of the Act…

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