Alex Chalekian chats again with Dr. Krikor Deramerian to get an update regarding the coronavirus. Please watch and share this with your friends and loved ones as Dr. Deramerian answers the following questions:
- What are some of the next steps in moving forward?
- When will it be safe to ease restrictions?
- With death rates declining, are we safe now?
- What about Herd Immunity?
- How can we continue to protect the vulnerable?
- How concerned should I be if I don't have any pre-existing conditions and am not elderly?
- What are the psychological impacts of COVID-19 on patients, physicians and those quarantined?
- What can I do to improve my chances if I were to get COVID-19?
- How has the lock down, or shelter in place, helped with the COVID-19 pandemic?
A big thank you to Dr. Deramerian for spending the time to answer our questions and be on the front line in the battle of this epidemic. #coronavirus #COVID19
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
Earnings season can move markets. Find out why.
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Earnings for All Seasons
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
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Types of Stock Market Analysis
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
Wondering about your choices for putting aside money for retirement? Learn more about your options. #Annuities
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Immediate vs. Deferred Annuities
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Take an inside look into Simplified Employee Pension plans.
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Is a SEP-IRA Right for Your Business?
Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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To Buy or Not to Buy
An ILIT could play a role in your estate strategy.
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A Primer on Irrevocable Life Insurance Trusts
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
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From Boats to Brokers
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
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The SECURE Act
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
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How to Retire Early
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Being healthy may help your personal finances.
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Putting a Price Tag On Your Health
Worried that inflation may rise in the years ahead? You’re not alone. #TIPS
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TIPS for Inflation
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
Retiring? Remaining flexible may help you meet the challenges of uncertainty.
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Certain Uncertainties in Retirement
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
Concerned about the social impact of your investments?
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Investing with Your Heart
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
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Password Protection Strategies
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Do you have a will? Is it updated?
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When Do You Need a Will?
If you'd like to participate in emerging markets, what are your options? #EmergingMarkets
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Emerging Market Opportunities
Your financial future is calling. Develop a strategy for your investments today.
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The Cost of Procrastination
Attention taxpayers! The 2017 TCJA, 2019 SECURE Act, and 2020 CARES Act rule changes could have a major impact on your taxes. Download this FREE guide to take control amid uncertainty and help make sure you’re making the most of these opportunities to lower your #taxes before 2020 ends. Worried about what’s going on and want advice now? Call 866-528-3660 to schedule your complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
Maximize potential tax savings by taking action before December 31.
That big list of dreams and goals isn't the only way to look at your bucket list.
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A New Way to Look at Your Bucket List
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When Markets React
Recent tax regulations could have a major impact on your taxes, especially some 2020 COVID provisions. Download this FREE guide to stay on top of the changes and help make sure you’re making the most of these opportunities to lower your taxes and keep more of your hard-earned money. Not sure how your #taxes might be impacted and want advice now? Call 866-528-3660 to schedule your complimentary 1-on-1 phone appointment.
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TIME-SENSITIVE: Find out how the NEW TAX RULES could radically change your taxes.
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
You’re the conductor of your 401k, IRA and taxable savings.
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Orchestrating Your Retirement Accounts
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Childhood attitudes and habits can determine your child's health in his or her adult years.
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Raising Healthy Children
How much could you receive from Social Security? Here’s what to expect. #socialsecurity #retirement
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Social Security Benefits: How Much Will I Receive
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
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Monthly Market Insights | December 2020
The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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Investments
Have a strategy for discussing healthcare with your parents. #AgingParents
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Caring for Aging Parents
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. #IRA
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IRA Withdrawals that Escape the 10% Tax Penalty
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
Could your portfolio benefit from a zero-coupon bond?
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The ABCs of Zero Coupon Bonds
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
Some laid-off Americans are choosing to exit the workforce for good. Thinking about early #retirement? Read more about it here: https://www.marketwatch.com/story/covid-19-crisis-sparks-early-retirement-wave-2020-04-30
Periodic withdrawals in retirement may not be such a good idea.
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Systematic Withdrawals in Retirement
The CARES Act amended the rules for inherited 401(k)s, IRAs or Roth IRAs to suspend distributions in 2020. If you have questions, feel free to reach out, we are happy to help. https://www.forbes.com/sites/jamiehopkins/2020/03/30/cares-act-drastically-changes-required-minimum-distribution-rules-for-2020/#1f25015119a0
Dec. 31 is coming and recent tax changes introduced new changes that you should be aware of. Download this FREE guide to take control and help make sure you’re making the most of these opportunities to save money on your #taxes.
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FREE GUIDE: Act before Dec 31 to maximize potential tax savings!
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Amidst the current level of uncertainty, there are many companies out there who are changing their financial strategy to one of stakeholder capitalism. Read more about it here: https://www.fastcompany.com/90496736/the-covid-19-pandemic-is-sparking-an-era-of-smart-generosity
Here are 5 facts about Social Security you absolutely need to know. #socialsecurity #retirement
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Social Security: Five Facts You Need to Know
Social distancing has drastically changed the way we live and work. Here’s a look at how this might affect American life in the future: https://www.forbes.com/sites/robertglazer/2020/04/01/covid-19-will-permanently-change-the-way-every-generation-lives-heres-how/#6d315040493b
Turning to coaches for advice is a smart thing to do. We’d like to be one of those coaches.
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Coaches
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Amidst the current level of uncertainty, there are many companies out there who are changing their financial strategy to one of stakeholder capitalism. Read more about it here: https://www.fastcompany.com/90496736/the-covid-19-pandemic-is-sparking-an-era-of-smart-generosity
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
What can a fairy tale teach us about goal-setting success? Watch our video and find out.
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Once Upon a Goal
Are you planning to work after taking Social Security benefits? Know the rules. #SocialSecurityBenefits
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How Will Working Affect Social Security Benefits?
When it comes to investing, you may be your own worst enemy.
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Don’t Be Your Own Worst Enemy
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting
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What Smart Investors Know
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
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The Economic Journey of Your Morning Coffee
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Concerned about the social impact of your investments?
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Investing with Your Heart
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance? #Rebalance
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Rebalancing Your Portfolio
Concerned about the social impact of your investments?
LAKEAVEFINANCIAL.COM
Investing with Your Heart
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
What do you think your #retirement will be like? Attitudes are changing, and many are working in their #goldenyear
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Retirement Redefined
Do you know the difference between a global mutual fund and an international mutual fund?
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Global and International Funds
Consider a bucket plan to go with your bucket list.
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A Bucket Plan to Go with Your Bucket List
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Developing a retirement strategy? It's critical to know the differences between investment types.
LAKEAVEFINANCIAL.COM
Traditional vs. Roth IRA
If you died, what would happen to your email archives, social
profiles, and online accounts?
LAKEAVEFINANCIAL.COM
Safeguard Your Digital Estate
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
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Social Security: The Elephant in the Room
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
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Jane Bond: Infiltrating the Market
Your ideal #retirement may differ from reality, but we can work together to better align the two.
LAKEAVEFINANCIAL.COM
RE: Retirement
Lifestyle inflation can be the enemy of wealth building.
LAKEAVEFINANCIAL.COM
Keeping Up with the Joneses
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
LAKEAVEFINANCIAL.COM
Social Security: The Elephant in the Room
[Video] Agent Jane Bond wants you to know about the basics of the #bond #market.
LAKEAVEFINANCIAL.COM
Jane Bond: Infiltrating the Market
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
LAKEAVEFINANCIAL.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
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The Anatomy of an Index
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
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Monthly Market Insights | March 2021
Credit Score: A statistical estimation of how likely you are to pay your debts. What's your score?
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How Does Your Credit Score Compare?
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
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The Average American Budget
Thinking of volunteering in retirement? Some considerations. #Volunteering
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Volunteering in Retirement
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
LAKEAVEFINANCIAL.COM
Monthly Market Insights | March 2021
Credit Score: A statistical estimation of how likely you are to pay your debts. What's your score?
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How Does Your Credit Score Compare?
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Every year since 1947, the U.S. President pens an economics textbook.
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Required Reading: The Economic Report of the President
How will your investments weather the ups and downs of the business cycle?
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The Business Cycle
What does it actually cost to raise a child? You might be surprised.
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The Half Million Dollar Baby
Ever wonder about those free credit scores you get once a year? #creditscore #credit
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The Lowdown on Those Free Credit Scores
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
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Perception vs. Reality
Every year since 1947, the U.S. President pens an economics textbook.
LAKEAVEFINANCIAL.COM
Required Reading: The Economic Report of the President
How will your investments weather the ups and downs of the business cycle?
LAKEAVEFINANCIAL.COM
The Business Cycle
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
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Year-End Charitable Gifting and You
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Even low inflation rates can pose a threat to investment
returns. #inflation #investment
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Inflation and Your Portfolio
Does your #business need some digital help? Here are some new #apps that might help!
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Top New Digital Tools for Small Businesses
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
