by Craig Moser on August 7, 2020
Whether you’re concerned about COVID-19, the flu, or something more catastrophic, there are three health care documents everyone needs. They are a living will, a health care proxy, and a HIPPA authorization. Living Will Your living will provides direction on […]
Continue Readingby Craig Moser on July 24, 2020
In January of this year, market values were up and everything was great. However, if you look again in March, values aren’t so great. There are years that make us happy and then there are years with a huge amount […]
Continue Readingby Craig Moser on July 10, 2020
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport More than 40 million Americans have filed for unemployment since the Corona virus pandemic hit in in the middle of March. With job loss can come questions of what to […]
Continue Readingby Craig Moser on June 26, 2020
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport The King of the Land wanted to send 100,000 of his greatest warriors off to battle. However, he was told that 20,000 of the warriors needed to remain behind […]
Continue Readingby Craig Moser on May 29, 2020
By Sarah Brenner, JD IRA Analyst Follow Us on Twitter: @theslottreport The recently passed CARES Act expands HSAs and what they cover. These changes allow access to more medical services without worrying about your deductible. They also allow you to take […]
Continue Readingby Craig Moser on May 15, 2020
By Ian Berger, JD IRA Analyst The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act), signed into law on March 27, includes several important retirement-related provisions. Because some of these provisions are confusing, several misconceptions about the new law […]
Continue Readingby Craig Moser on May 5, 2020
With uncertainty swirling over the coronavirus (COVID-19), the markets are undoubtedly taking a hit. And while market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful eye on your portfolio and […]
Continue Readingby Craig Moser on April 17, 2020
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport The recently-enacted “Coronavirus Aid, Relief, and Economic Security Act,” or CARES Act, includes special tax relief for IRA and company plan withdrawals made in 2020 and for company plan loans. […]
Continue Readingby Craig Moser on April 3, 2020
By Sarah Brenner, JD IRA Analyst Roth IRAs first arrived over twenty years ago. A lot has changed since 1998. That was the year that Google was founded and an electronic pet called a Furby was one of the most […]
Continue Readingby Craig Moser on March 20, 2020
It’s probably safe to say most investors are very aware of the recent downturn in financial markets. In addition, you probably want to understand the ramifications of coronavirus to your portfolio. To be perfectly honest, I’d love to give you […]
Continue ReadingKickstart your retirement plan by requesting our complimentary MORE toolkit today.
Here's what you'll get:
Customized Social Security Benefit Summary
to help maximize the payments you are entitled to
Financial Organizer
to summarize all aspects of your financial affairs
Portfolio Evaluation
showing how your investments have performed historically and the fees that you are paying
