by Brad Connors, Certified Wealth Strategist® | Apr 6, 2020 | Articles
As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit...
by Brad Connors, Certified Wealth Strategist® | Mar 30, 2020 | Articles
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 86 1/2. Given these projections,...
by Brad Connors, Certified Wealth Strategist® | Mar 23, 2020 | Articles
Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan, created to help parents save for a child’s higher education. Click here to read...
by Brad Connors, Certified Wealth Strategist® | Mar 9, 2020 | Articles
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...
by Brad Connors, Certified Wealth Strategist® | Mar 2, 2020 | Articles
Much is out there about the classic financial mistakes that plaque startups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all...
by Brad Connors, Certified Wealth Strategist® | Feb 13, 2020 | Articles
The track record of Individual investors is grim. This topic comes up every year when DALBAR releases a study1 tracking investor behavior over the past two decades, which included the dot.com bubble, the Great Recession, and the recent return to bullish markets....
