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Maestro Wealtlh Advisors

Financial Planning Personalities by Profession

By |2020-10-08T15:31:05-04:00November 13, 2020|Financial Planning, Personal Finance, Uncategorized|

In our experience, people in certain jobs tend to approach financial planning the same way. On this episode of How Money Works, we explain some of the positives and challenges of financial planning by profession.

Impact of Covid-19 on Your Portfolio

By |2020-10-27T09:33:53-04:00August 26, 2020|Economy, Financial Planning, Personal Finance, Retirement Planning|

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 impact of Covid-19 on your portfolio.  To be perfectly honest, I’d love to give you a specific, realistic, and quantifiable answer. 

Things to Remember During Uncertain Times

By |2020-10-27T09:36:27-04:00August 13, 2020|Economy, Personal Finance|

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 to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.

CARES Act Expands HSAs

By |2020-10-27T09:40:03-04:00May 29, 2020|Economy, Health Care, Personal Finance|

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 more tax-free distributions from your HSA. Here’s what you need to know.

4 CARES Act Misconceptions

By |2020-10-02T10:36:14-04:00May 15, 2020|IRA, Personal Finance, RMDs (Required Minimum Distributions)|

The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act) was signed into law on March 27.  It includes several important retirement-related provisions. Because some of these provisions are confusing, several CARES Act misconceptions have arisen.

Transfer on Death (TOD)

By |2020-10-02T10:41:09-04:00November 22, 2019|Estate Planning, Financial Planning, Personal Finance, Retirement Planning|

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 to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.

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