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As the Coronavirus Continues, Avoid These 5 Retirement Mistakes Thumbnail

As the Coronavirus Continues, Avoid These 5 Retirement Mistakes

The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retired, or it’s coming up in the next few years, it’s likely the virus has brought about some financial uncertainty regarding your readiness for retirement.

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The Next Generation of Market Leaders Thumbnail

The Next Generation of Market Leaders

Last month we discussed (again!) the extraordinary growth of Apple as it became the first ever company with a market capitalization greater than $2 trillion, not even two years after it became the first to reach the $1 trillion mark. Along with Facebook, Alphabet (Google), Amazon, and Microsoft, it has driven the massive tech surge in the market in recent years.

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Is Inflation on the Rise? Thumbnail

Is Inflation on the Rise?

Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July's consumer prices— excluding food and energy—which rose at the highest rate in nearly 30 years. However, this jump may not be as scary as it looks on the surface. We’ll get a better idea about the trend on inflation when the Consumer Price Index for August 2020 is released on Friday, September 11.

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You've Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress Thumbnail

You've Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress

Beginning in February and March 2020, America, Canada and Europe locked down cities, closed businesses and halted travel amidst the onset of COVID-19. Six months later, we’re still experiencing the pandemic’s global impact in our communities. A record number of people have applied for unemployment in America since March, and millions are still left jobless, behind on their bills or struggling to make ends meet. If you and your family have been financially hit during the COVID-19 pandemic, here are a few things you can do to help handle and overcome your financial stress.

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The 2020 RMD Income Tax Relief Deadline is Almost Here Thumbnail

The 2020 RMD Income Tax Relief Deadline is Almost Here

Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There are some essential details to keep in mind, however. Here’s what you need to know.

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