Financial steps to take when the unexpected happens.
https://www.cnbc.com/2020/10/01/7-financial-steps-to-take-after-the-death-of-a-spouse-or-loved-one.html
CNBC.COM
Dealing with the unexpected: 7 financial steps to take after the death of a spouse or loved one
A detailed financial plan with projections, assumptions and "what-ifs" can make all the difference:
https://www.kiplinger.com/retirement/retirement-planning/601413/dont-be-paralyzed-by-uncertainty
KIPLINGER.COM
Don’t Be Paralyzed by Uncertainty | Kiplinger
Five common mistakes when planning for retirement.
https://www.marketwatch.com/story/avoid-these-common-flaws-of-many-retirement-plans-2020-09-10
MARKETWATCH.COM
Avoid these common flaws of many retirement plans
More ripple effects of the pandemic and how it may affect your college student.
https://www.cnbc.com/2020/08/23/why-college-students-might-get-less-financial-aid-next-year.html
CNBC.COM
These college students might get less financial aid next year
Good article that reinforces why financial planning is an on-going process....and not a one-and-done.
https://www.kiplinger.com/retirement/601281/the-5-times-when-you-should-review-your-financial-plan
KIPLINGER.COM
The 5 Times When You Should Review Your Financial Plan | Kiplinger
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Possible election outcomes with potential market reactions. Well done, @WisdomTreeETFs....
https://www.wisdomtree.com/-/media/us-media-files/documents/resource-library/market-insights/wisdomtree-commentary/planning-for-potential-2020-election-results.pdf
WISDOMTREE.COM
www.wisdomtree.com
Want to help your children? Consider a "loan" over a "gift"....
https://www.kiplinger.com/personal-finance/601510/gifts-vs-loans-dont-be-generous-to-a-fault
KIPLINGER.COM
Gifts vs. Loans: Don’t Be Generous to a Fault | Kiplinger
A brief look at potential market sector impacts of the election.
https://www.ameripriseadvisors.com/william.f.davis/insights/potential-sector-impacts-of-the-presidential-election
AMERIPRISEADVISORS.COM
Potential sector impacts of the presidential election
Planning for 2021 with your 401(k) plan....
https://www.cnbc.com/2020/10/30/heres-the-maximum-you-can-save-in-your-401k-plan-in-2021.html
CNBC.COM
Here’s the maximum you can save in your 401(k) plan in 2021
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 1.3 percent in 2021.
https://www.ssa.gov/news/press/releases/2020/#10-2020-1
SSA.GOV
Press Release | Press Office | SSA
New Year’s resolution to get your financial life better organized? You now only have 11 months left. Here is a good way to start:
https://www.cnbc.com/select/guide/7-day-money-challenge/
CNBC.COM
Looking to get your finances together in 2021? Check out the CNBC Select 7-day money challenge
Whether or not we will experience this predicted "market pullback in the coming weeks," broad diversification is the key to reduce overexposure and overall risk.
https://www.cnbc.com/2021/01/20/how-to-make-sure-youre-not-overexposed-in-single-company-stocks.html
CNBC.COM
Experts say some stock investors could be at risk of getting burned. How to make sure you're not one of them
If you pulled money from your 401(k) plan or individual retirement account last year to get through tough times, now is the time to consider next steps.
https://www.cnbc.com/2021/01/21/here-are-tax-issues-to-consider-if-you-tapped-retirement-account-in-2020.html
CNBC.COM
Here are tax issues to consider if you tapped retirement account to weather 2020
Uncertainty, volatility, emotional highs and lows....
“It is about time in the market, not timing the market."
https://www.cnbc.com/2021/01/08/stocks-rise-despite-pandemic-anxiety-and-chaos-in-washington.html
CNBC.COM
Stock market gains continue, despite anxiety over the pandemic and chaos in Washington. Here's what money experts say you should do
Learn more about key provisions for small businesses in the latest COVID-19 relief.
I'm happy to answer questions and help where I can.....
AMERIPRISEADVISORS.COM
New pandemic relief package
