This Week’s Must Read

Preparing for Hurricanes During the COVID-19 Pandemic

From The CDC.Gov Planning for hurricane season and other potential disasters can be stressful, and because the 2020 hurricane season comes during the COVID-19 pandemic, it may be especially so. Public health and emergency response professionals have advice to help you safely prepare, evacuate, and shelter for severe storms while protecting yourself and others from COVID-19. …

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10 Ways to Celebrate Mother’s Day While Social Distancing

From the MiamiTimes The coronavirus may have cancelled the usual Sunday service, brunch or visit, but you can still spend time and share love. Whether you want to see your mom but can’t because of social distancing or the inability to travel — or you are distanced from your children or other loved ones — consider …

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CARES Act: Retirement Plan Relief Provisions

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This $2 trillion emergency relief package represents a bipartisan effort to assist both individuals and businesses in the ongoing coronavirus pandemic and accompanying economic crisis. The CARES Act provisions for retirement plan relief for individuals under federal tax …

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A New IRA Donation Strategy Now Can Increase Your Tax Savings Later

A New IRA Donation Strategy Now Can Increase Your Tax Savings Later

From the Wall Street Journal The coronavirus stimulus legislation tweaked the rules for IRA payouts, so savers who make charitable donations from those accounts may want to shift their giving plans. It’s a confusing year for charitably minded seniors with traditional individual retirement accounts—and a good one to reconsider giving strategies. Recent law changes are …

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COVID-19 Economic Impact Payment Scams Targeting Taxpayers

From Life Lock What is Happening? The Treasury Department and IRS announced that the automatic distribution of the upcoming economic impact payments has begun. These payments will be distributed automatically, with no action required for most people. You can learn if you are eligible and how any potential payment will be disbursed to you via …

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How to Celebrate Easter and Passover During a Pandemic

From CNN.Com If there’s anything families around the world are demonstrating as we approach Passover and Easter, it’s the English proverb, “Necessity is the mother of invention.” With people under various restrictions on movement, including stay-at-home orders and self-isolation, families are devising alternative ways to observe the spring holidays. They include streaming online Easter church services, …

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CARES Act Provides Relief to Individuals and Businesses

The $2 trillion emergency relief package represents a bipartisan effort intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and …

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The Certified Financial Group Building

Due Date for Federal Income Tax Returns and Payments Postponed to July 15

Tax deadline for most individuals: Wednesday, July 15, 2020 Due to the coronavirus pandemic, the due date for filing federal income tax returns and making tax payments has been postponed by the IRS from Wednesday, April 15, 2020, to Wednesday, July 15, 2020. No interest, penalties, or additions to tax will be incurred by taxpayers during …

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Photo of a Certified Financial Planner

What Is a CERTIFIED FINANCIAL PLANNER™ Professional?

While others may call themselves financial planners, only those who demonstrate the requisite experience, education, and ethical standards are awarded the CFP® mark.] A CERTIFIED FINANCIAL PLANNER™ professional or a CFP® practitioner is a financial professional who meets the requirements established by the Certified Financial Planner Board of Standards, Inc. While others may call themselves financial …

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Change saved for retirement

Retirement Plan Considerations at Different Stages of Life

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family, are enjoying your peak earning years, or are preparing to retire, your employer-sponsored retirement plan can play a key role in your …

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