financial planner

Disney and Other Amusement Parks Have New Rules in the Coronavirus Era

From AARP.com Temperature checks, mask requirements and more Many amusement and theme parks in the United States that closed suddenly in March due to the pandemic have now opened — including biggies such as Disney’s four parks in Orlando, Florida. But across the board, new rules and changes are in effect, such as requiring face coverings unless you’re eating …

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Stock Market Summary

MARKET WATCH: FEBRUARY 18, 2020

The Markets (as of market close February 14, 2020) Despite the ongoing battle against the coronavirus, stocks reached record highs last week. Solid economic data, strong retail sales, and favorable corporate earnings reports helped quell investors’ fears that the spread of the dreaded coronavirus would impact global economies. Each of the benchmark indexes listed here …

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New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in …

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Financial Lessons From Football

Just ahead of the 2020 College Bowl extravaganza, check out these financial lessons we can learn from the classic game of football. Review Your Game Plan – You haven’t saved enough for retirement … or for college. Your credit card debt is spiraling. You”ve been blindsided by unexpected expenses. When your finances hit a rough patch, …

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Required Minimum Distributions

What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). You can always withdraw more than the …

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