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With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.
We can’t discount the impact biases play, even if we’re not aware we have any. Another favorite sketch shown above from Carl Richards of Behavior Gap illustrates that how we behave has the greatest impact on our performance. In the investment policy and risk awareness questions that we require all clients to complete, we ask a few behavioral finance questions that help us understand how a client will react, or what will stress them out as they watch their balances grow or decline. What are your expectations, regrets or aversions? Are they realistic, and what will you do if these expectations do or don’t come to fruition?
Below is a news release from the IRS delaying tax filing and payment dates for 2020 until May 17, 2021. This means that you can also contribute $6,000 ($7,000 if you are over 50) to a Roth or Traditional IRA and have it count for 2020.
16.1% of employers have cut matching 401(k) contributions in light of COVID-19. If this happened to you, or you're worried it could, here are the next steps you should be taking right away to still save for retirement.
Creating a retirement plan is by no means an easy task. There are many factors to consider when determining whether or not you are financially prepared to leave the working world, while still enjoying your current lifestyle. Consider each factor carefully before taking this next step in life.
People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.
