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For starters, they can use the windfall to pay off debt, shore up their HSAs and build a cash reserve.
April 14 -
These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.
April 5Mercer Advisors -
Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”
March 27Mercer Advisors -
Some clients can get an extension on paying taxes of up to $1 million and corporations can defer tax payments of up to $10 million.
March 17 -
Advisors may find it difficult to connect with the people who need financial help the most.
March 16 -
For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?
January 24Retirement Matters -
This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.
December 27Commonwealth Financial Network -
As this firm founder took stock, he realized his needs had changed over time.
November 19Retirement Matters -
Businesses, particularly small ones, are looking for help to limit liability when sponsoring defined contribution plans.
October 25 -
Buyers and sellers both can benefit from a formula based on the future performance of the business, rather than a metric of current performance.
September 30