Insurance Services

Advisory Services

Month: March 2020

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Important IRS Changes: Tax Relief for Americans during the Pandemic

The IRS has announced tax deadline extensions along with their People First Initiative to help Americans with the relief they need during this COVID-19 pandemic.  “The IRS is taking extraordinary steps to help the people of our country,” IRS Commissioner Chuck Rettig said in the news release. “We are temporarily adjusting our processes to help… Continue reading Important IRS Changes: Tax Relief for Americans during the Pandemic

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Stimulus Checks: How Much Americans Can Expect to Get

On Friday, March 27, President Trump signed into law the largest economic relief bill in the history of our country in hopes of providing relief to individuals, families, and businesses affected by the COVID-19 pandemic.  The CARES Act includes stimulus payments, additional healthcare funding, loans and grants to businesses to deter layoffs, and strengthened unemployment… Continue reading Stimulus Checks: How Much Americans Can Expect to Get

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Families First Coronavirus Response Act (the FACTS)

On Wednesday, March 18, the Senate passed the Families First Coronavirus Response Act (H.R.6201). This is Phase 2 of a four-part stimulus package aimed to provide relief to Americans as the COVID-19 virus continues to wreak havoc on our lives and our economy.   To recap, Phase 1, otherwise known as the Coronavirus Preparedness and Response… Continue reading Families First Coronavirus Response Act (the FACTS)

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Pay Off Debt or Save for Retirement? Which Comes First?

If you are in credit card debt and struggling to get it under control, but are worried about saving for retirement, you’ve probably asked yourself: Do I first pay off debt or save for retirement?   It’s a good question to ask.  According to a recent report by the Federal Reserve Bank of New York, Americans… Continue reading Pay Off Debt or Save for Retirement? Which Comes First?

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How to Stay on Track to Potentially Maximize 401(k) Performance in 2020

2020 is flying by, and, before we know it, it will be over. Make sure you meet your financial goals and stay on track to potentially maximize your 401(k) performance this year. Check out our tips below on exactly how to do this.   Educate Yourself We took to the streets to ask everyday people about… Continue reading How to Stay on Track to Potentially Maximize 401(k) Performance in 2020

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13 Retirement Savings Tips for Every 401(k) Investor

Whether you are a first-time 401(k) investor or you’ve had a 401(k) for years, don’t leave your biggest financial asset to chance. Keep reading for 13 retirement savings tips that may help you become an engaged investor and make better-informed decisions about your future.  #1 Know Your Rights as a 401(k) Investor Far too many… Continue reading 13 Retirement Savings Tips for Every 401(k) Investor