Certified Financial Planner

MARKET WATCH: AUGUST 3, 2020

The Markets (as of market close July 31, 2020) Equities continued their positive run of Mondays by posting solid gains…

4 years ago

IRS Clarifies COVID-19 Relief Measures for Retirement Savers

Retirees who took RMDs in 2020 have until August 31, 2020, to roll the money back into a qualified account.…

4 years ago

July 15 Due Date Approaches for Federal Income Tax Returns and Payments

The due date for federal income tax returns and payments is Wednesday, July 15, 2020. Due to the coronavirus pandemic,…

4 years ago

MARKET WATCH: JULY 6, 2020

The Markets (as of market close July 3, 2020) Domestic stocks surged last Monday, as a robust pending home sales…

4 years ago

MARKET WATCH: JUNE 22, 2020

The Markets (as of market close June 19, 2020) Equities began the week edging higher following the Federal Reserve's announcement…

4 years ago

MARKET WATCH: JUNE 15, 2020

The Markets (as of market close June 12, 2020) Last week began with a bang for stocks as each of…

4 years ago

What Will 2020 Summer Travel Look Like?

From Travelpulse.com As social distancing becomes the norm, summer travel is likely going to be outdoorsy, with travelers staying closer…

4 years ago

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…

4 years ago

MARKET WATCH: APRIL 6, 2020

Stocks continued to rally at the beginning of last week amid hopes of enhanced testing for COVID-19. But by the…

4 years ago

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…

4 years ago

This website uses cookies.