Financial Services Articles
The Local Pulse Amid Covid-19 Pandemic
In February, 2020, the Dow Jones Industrial Average flirted with investors by nearly breaking into an all time historic high of 30,000 points. A lot has changed with the impact of Covid-19. In just one month we have experience an overall market decline of nearly 30%. Yesterday, March 24, as lawmakers began to show signs…
Retirement planning and the SECURE Act
By Marianne Nolte, CRPC® The SECURE legislation (the acronym stands for, Setting Every Community Up for Retirement Enhancement); recently signed by President Trump, is intended to improve retirement savings for many Americans. The following are a few of the important take-aways from the SECURE Act being signed into law. RMD age Increase and IRA…
QCD vs RMD
Do you remember Sunday mornings when your Mom or Dad would give you a quarter which you were to put into the collection basket at Church? Technology has come a long way and now you don’t need to put your cash or check in the basket because many Churches provide online giving. You can sign…
- « Previous
- 1
- …
- 4
- 5
- 6