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90-Day Tax Deadline Delay
March 27, 2020

In light of current events and potential financial difficulties caused by the COVID-19 outbreak, the Internal Revenue Service (IRS) has postponed the 2019 federal income tax filing and payment deadline until July 15, 2020.[1],[2],[3] Those who owe payments up to $1,000,000 as individuals or $10,000,000 as a corporation may claim the 90-day delay in payment …

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How Women Can Prepare For Retirement
March 25, 2020

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live to age 86½. Given these projections, it appears that a retirement of 20 years or longer might be in your future.[1][2] …

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COVID – 19 : 3 Precautions to Consider for Your Retirement Funds
March 25, 2020

I am not a big fan of trying to make predictions. That’s why my company has always believed in making solid plans that will last in almost any market condition. That being said, our country has entered a state of emergency and we are seeing events that are unprecedented in our lifetime. While these precautions …

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More Coronavirus Volatility
March 25, 2020

The Week on Wall Street The stock market suffered through another volatile week as it wrestled with the health and economic fallout of the domestic spread of the coronavirus. Swift and decisive actions by the Federal Reserve and policy responses from the federal government did not keep stocks from recording losses for the week. The …

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Benefits of the Bear
March 18, 2020

The equity markets are continuing to digest uncertainty brought on by COVID-19, oil markets, and bond yield volatility. During these times of market stress, we find it important to provide timely communication regarding the financial market landscape. Although it may be easy to focus on the negatives associated with these events, we would like to …

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Volatility Continues
March 16, 2020

The Week on Wall Street Markets remained exceptionally volatile, buffeted by the spreading impact of coronavirus, uncertain responses from federal policymakers, and the sudden drop in oil prices. The Dow Jones Industrial Average fell 10.36%, while the S&P 500 declined 8.79%. The Nasdaq Composite index slid 8.18% for the week. The MSCI EAFE index, which …

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Your Extended Care Strategy
March 12, 2020

Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.” What could cost so much? According to the AARP Public Policy Institute, a year of in-home care costs a senior roughly $33,000. A year at an …

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Rattled by the Market Drop? You’re Not Alone
March 12, 2020

Greetings! We witnessed an extraordinary move in the financial markets on Monday, March 9. The Dow Industrials lost over 2,000 points, as Coronavirus fears continued to worry investors. At the same time, oil prices lost nearly 25 percent, on news that Saudi Arabia was dropping crude oil prices and raising production as well. Meanwhile, the …

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Rallies and Retreats
March 10, 2020

The Week on Wall Street Heightened coronavirus fears, falling yields, and Super Tuesday primary results sent stocks on a rollercoaster ride of sharp price swings, leaving stocks marginally higher for the week. The Dow Jones Industrial Average improved 1.79%; the S&P 500, 0.61%; the Nasdaq Composite, 0.10%. Outside the U.S., developed equity markets tracked by …

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Ways to Fund Special Needs Trusts
March 10, 2020

If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly, a special needs trust may help provide for …

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