Apr 30, 2020
According to Morningstar and others, investors did just that in Q1. Seems Jay and Cheryl think some numbers may have been spun and there was plenty of panic to go around. Banks may be cutting your credit lines on cards and HELOCS. Good luck returning your leased car and please don’t link your credit cards to...
Apr 22, 2020
Could be at an old bank, Wal-Mart, H&R Block or in the ether. Updates on the PPP, 401(k)s and the plummeting price of oil. A HELOC is a great emergency backup but good luck getting approved for one these days.
Apr 15, 2020
Of course we don’t know where it is but clients ask anyway. Greatest week in 45 years is nice but doesn’t mean much. Updates to the stimulus bill, Google and Apple teaming up and auto insurance refunds. Plus we found it more surprising that 1 in 5 people weren’t paying their rent on time BEFORE the pandemic...
Apr 8, 2020
Updates on reversing RMDs already taken, small business loans – who is and who should be taking them – and guidance for those who face travel cancellations.
Apr 1, 2020
We review the CARES Act, update tax deadlines and strategies, unemployment payments, student loans and retirement account distributions. Plus the quickest bull market in history. Yes, right now.