News – General

We live in unprecedented times, as the social, political, and financial fallout from the COVID-19 coronavirus pandemic continues to evolve. The 2nd, 3rd, etc tier effects of both the virus and our various responses to it will ripple through our lives for some time to come. However, within every challenge…

annuities

Annuities are a series of financial tools receiving a great deal of attention recently. Despite the publicity, there are still a number of misunderstandings about annuities. Like, what they are and how they work. We’d like to address some of those questions. And, more importantly, give you a link to…

CASH BALANCE AND DEFINED BENEFIT PLANS

The economic impact of COVID-19 is causing concerns among many employers faced with contribution requirements associated with their Cash Balance and Defined Benefit Plans. In light of the current economic environment, many plan sponsors may not be in a position to continue, at least in the near term. Cash Balance…

COVID-19 Scams how to identify and avoid them

These are challenging times. The COVID-19 pandemic has reshaped many aspects of our lives, including our financial well-being. We’ve discussed in previous blogs and newsletters the approach we advise our clients to take in navigating the financial and investment landscape, but it has come to our attention financial scams have…

Further thought on Coronavirus and Finances typewriter 2019-ncov no panic

We’ve addressed the evolving situation around coronavirus/COVID-19 in both our podcast and a previous blog. However, given the ongoing effects that concern the disease are having on both the marketplace and the zeitgeist, we’d like to delve into it again. In brief: our current circumstances are best approached with a…