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Important Strategies to Help Simplify Your Estate Planning
The loss of a loved one can be one of the most emotionally challenging things for anyone to face. Unfortunately, before many people have a chance to mourn this loss, ... -
With Mortgages Reaching Record Lows, is it Time to Refinance?
Mortgage rates have hit yet another all-time record low. According to the most recent Freddie Mac Primary Mortgage Market Survey, the 30-year fixed rate fell to 3.03 percent, the lowest ... -
What Shape Will Our Economic Recovery Look Like?
The economic impacts from the COVID-19 Pandemic have been steeper than initially anticipated. According to the National Bureau of Economic Research (NBER), we officially entered a recession back in February ... -
What You Need to Know About Life Insurance and COVID-19
Life insurance is a critical component of financial planning process, especially when loved ones rely on you to help support them financially. With fears associated with the COVID-19 outbreak leading ... -
Tax Planning Strategies to Consider in the Post-COVID Economy
The economic impacts of COVID-19 continue to reverberate through the economy as more and more workers and businesses struggle with the financial impacts. While many economists expect workers to gradually ... -
Navigating the CARES and SECURE Act IRA Distribution Rule Changes for 2020 and Beyond
In addition to the various forms of relief aid to individuals and businesses, the nearly $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act also modified IRA distribution rules ...
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