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In the face of the market downturn after the COVID-19 outbreak, you may be in a unique financial situation. The COVID-19 pandemic has shaken

The CARES Act waives the 10% early withdrawal penalties on 401(k) plans, giving some account owners up to three years to replace what they t

A SEP can be established by sole proprietors, partnerships, and corporations, including S corporations. If you're like many small business

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have seve

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several dif

In the past, we’ve talked about the importance of being prepared for retirement. Of course preparation is different for everyone. For one, w

When the economy is tooling along and we find ourselves facing only an occasional hiccup in our money matters that falls short of expectatio

Purchasing or refinancing a commercial real estate (CRE) property can help a business owner build personal net worth and strengthen their bu

Investment planning is different from retirement planning and as retirement age Americans sit helplessly waiting for a cure to COVID-19, ret

Does the prospect of saving for retirement seem more daunting than ever? You may be concerned with market losses, the risk of outliving your

IUL vs 529 Plans | 1. Don’t Do Anything Strangely, this is a form of savings. Here’s why: If you don’t save....

Market downturns aren’t the only factor which can drain retirement funds. Events such as emergency medical situations or unexpected personal

The sky is falling! ......Okay maybe not, but the Coronavirus is looking like the sort of unexpected, black swan event that scrambles all...

As a small business owner or an entrepreneur, you are used to taking the lead. But there is one frontier you may still need to master… the

More than 9 out of 10 current retirees rely at least in part on Social Security benefits to fund their retirement income. The maximum

As you approach retirement, consider how much risk you're willing to take. An annuity can help protect your principle from market loss. Over

Coming off your year-end scramble to make sure your RMDs were done in time? If so, start the new year off right - shield up to 25% of your

As another year passes by, more people join the ranks of retirees. Since 2011, roughly 10,000 baby boomers have turned 65 years old each da

The new and completely redesigned website offers visitors the ultimate user-friendly experience with improved navigation and...