Posted on July 22, 2020
Buying a home is one of the biggest decisions you’ll ever make — and being prepared ahead of time with a preapproval letter can make the process a lot smoother. Getting a mortgage preapproval gives you a leg up in the buying process by showing how serious you are about purchasing a home and …
Posted on June 8, 2020
If parents aren’t careful, financially supporting their adult children could harm their retirement — and damage their kids’ own financial development. Of course, living in the time of Covid-19 brings its own set of unique circumstances. Many young adults are reeling from the economic fallou …
Posted on May 23, 2020
More than 38 million people have filed for jobless claims since the coronavirus pandemic started. The unexpected loss in income is causing many Americans to tap their retirement savings just to make ends meet. And many people who lost a job — or have a spouse or partner whose income has de …
Posted on April 30, 2020
If you got a refund from college for room and board or other expenses, consider yourself lucky. But beware of the potential tax bite. As colleges and universities across the U.S. remain closed in an effort to slow the spread of Covid-19, refunds for meals or housing have varied from school …
Posted on April 27, 2020
The volatility in the stock market due to the COVID-19 pandemic is stirring a range of emotions, including fear in even some very experienced investors. Some of these investors might be your clients. As their financial advisor, part of your job is to help your clients look past any emotions …
Posted on April 16, 2020
You didn’t set out to home-school, yet the global pandemic is changing your career plans. We’re seeing an unprecedented disruption of K-12 schooling. As of April 14, at least 124,000 public and private schools in the U.S. have been closed in response to the growing coronavirus outbreak, acc …
