Maestro Wealtlh Advisors

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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