The Financial Planning Blog

Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.

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free markets

How to Harness the Power of the Free Market

Investors who try to forecast, stock-pick, time the market, or employ track record investing usually end up with dismal return rates over the long term. 

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Financial Crisis Management: How to Avoid the Investor’s Dilemma

Don’t Get Snared by the Investors’ Dilemma Are you watching the financial market decline and worrying about losing the gains you’ve made in your investment portfolio?

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Why You Need a Financial Coach More than Ever

It’s no secret that we’re currently living through an unprecedented period of uncertainty, fear, and reactionism. In times like these, it’s easy to fall into the trap of letting those emotions impact how you manage your finances.

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financial planning

Waiving 2020 RMD & Important Retirement Account Changes

On March 27, 2020, the ‘Coronavirus Aid, Relief and Economic Security (CARES) Act’ was signed into law which waives the 2020 required minimum distribution (RMD) from individual retirement plans (Traditional IRAs, SEP IRAs, SIMPLE IRAs, and inherited IRAs and Roth IRAs), employer retirement plans (401(k), 403(b) and 457 plans).

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financial planning

How the CARES Act Impacts You & Your Family

On March 27, 2020, President Donald Trump signed into law the largest economic stimulus bill in U.S. history. The $2 Trillion Coronavirus Aid, Relief and Economic Security (CARES) Act is the third round of federal government support to address the coronavirus public health crisis and the associated economic consequences. The CARES Act providesa tremendous amount of financial support for individuals and businesses.

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financial planning

Financial Crisis Management: Is it Time to Get Out of the Market?

With the fear around COVID-19 and the market crash that comes with it, the knee-jerk reaction for people is to get out before they lose their investments. 

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