Jul 15, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
Do you pay for financial advice? You probably do if you work with a financial advisor or anyone who sells investments or other financial products. Regardless, I am more interested in why are you paying for advice? How do you know if you are getting your money’s worth?...
Jun 1, 2020 | Money Stress, Retirement Plan, Travis Maus
The SECURE Act, passed into legislation in December 2019, changed longstanding retirement account rules. One of the most significant changes involves the elimination of the right to “stretch” required distributions from inherited retirements accounts...
May 14, 2020 | Money Stress, Retirement Plan, Travis Maus
Sometimes you make a video that is a must-watch – this is one of those. It is worth the time and investment. Make a cup of coffee or tea, find a comfortable chair, and take the time to listen to a conversation that could have a significant impact on how you go...
Apr 27, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
Many people don’t believe they can deduct their charitable contributions ever since the standard deduction was raised in 2018. But is this true? In these videos, Steve and Travis discuss the ways in which you could maximize and accelerate your charitable...
Apr 20, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
#1 – Rebalance your equities. Look at your stocks or stock funds. Are there stocks whose prices have dropped further than others? Are their companies which are very likely to get back to normal after this crisis subsides? Market selloffs, like the one we are...
Mar 31, 2020 | Investment Management, Money Stress, Retirement Plan, Travis Maus
The CARES Act is vast, complicated, and, like most major legislation, there is a lot to interpret. It can be broken down into a few primary themes: Protecting household income, savings, healthcare, charities, and employers. Over the next 2-weeks, we’ll cover many of...
