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 about...read more
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 contributions...read more
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). What Plan provisions have changed due to the CARES Act?Under that CARES Act, both the withdrawal and loan provisions have been changed to allow employees...read more
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). Do your employees qualify?As a direct result of the onset of the Coronavirus sweeping the nation, the government signed into law the Coronavirus Aid, Relief and...read more
#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...read more
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...read more
Think of the stock market as the premier rollercoaster at the greatest theme park in the world. You buy a ticket, buckle up, and away you go. You expect there to be slow parts and steep climbs, followed by thrilling drops, swooshes, and flips. Some rollercoasters even...read more
In partnership with UHS Employee Federal Credit Union, S.E.E.D. Planning Group is sharing timely resources that could help you as you and your families navigate these difficult times and financial markets. In the last month have you been considering any of the...read more
The markets have been both down and extremely volatile over the last month. There is a lot of fear and uncertainty swirling around in the news and in the world. You may be wondering what you should be doing (if anything) and how to make sense of what is going on in...read more
Have you been wondering what to do during this market downturn? Have you ever considered cashing out or jumping ship?In this video, Steve, Travis, and Andrea discuss the current state of the markets and provide some insight into the following key areas:• Understanding...read more
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