Blog

The financial world makes a lot of news. Our blog offers timely commentary and time-tested tips that can help you make sense of what’s happening.

RMD Updates for 2020

By Joyce L. Franklin on July 23, 2020 in Retirement Planning, Taxes

Two significant rules have changed the RMD landscape for 2020.

What You Need to Know About the CARES Act

By Joyce L. Franklin on April 10, 2020 in Retirement Planning, Taxes

This $2 trillion federal economic aid package is intended to provide relief to individuals and businesses who are suffering. It contains many tax breaks, as well as opportunities for small business loans.

10 Investment Truths

By Joyce L. Franklin on March 31, 2020 in Investing

Regardless of the cycle we're in, we believe that fear and greed are two emotions that should be kept out of your investment decisions.

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Blog

The financial world makes a lot of news. Our blog offers timely commentary and time-tested tips that can help you make sense of what’s happening.