Unless you are an essential worker, you have probably spent most of the last three months sheltering in place at home during the COVID pandemic. If you are a sales or client service worker, or consultant, or computer-based worker, or the like, it was probably fairly...
Retirement Planning
CARES Act Economic Impact Payments: Great Expectations
One of the provisions of the CARES Act signed into law last month that has received the most press is the economic impact payments. These payments, also referred to as stimulus checks or recovery rebates, are desperately needed by many individuals at this time and are...
How The CARES Act Will Impact Retirement Plan Distributions
Opportunity Alert! The CARES Act impact on retirement plan distributions in 2020 Are you planning on a retirement account distribution this year? Whether you had planned on required distributions but wish you could leave funds alone, or you now need a distribution to...
What do we really know about the financial markets anyway?
Benjamin Graham, the father of value investing, reminds us to "forget about what the stock market is going to do. Instead, focus on what you, as an investor, ought to do…" So what do we really know about the financial markets? First, what we don't know: The full...
What You Need To Know To Keep Savings on Track
This past week was designated as America Saves Week, which is an annual call to action for everyday Americans to commit to saving successfully. In honor of this event, which is now in its 13th year, certified financial planner Suzanne Himes is here with some tips and...
How to Choose An Executor For Your Will
According to surveys, more than half of American adults don’t have a Last Will and Testament. While the reasons for this vary, one stumbling block can be choosing an executor. Suzanne Himes, lead financial planner at Asset Planning Corporation, joins us with what to...
Retirement Planning Earthquake
Just when you thought you had a good grasp of retirement planning rules, the government changes them! A new federal law took effect January 1, 2020, that affects many different parts of retirement planning. The SECURE Act of 2020 (Setting Every Community Up for...
What You Need To Know About FICO Scores
Fair Isaac Corp, commonly known as FICO, recently announced that a new version of their credit scoring model will be available later this year. FICO scores are used by 90% of lenders to assess an individual’s credit risk. Certified financial planner Suzanne Himes,...
Financial Planning After A Pay Raise
It’s a popular time of year for annual job performance reviews and corresponding pay raises. Along with celebrating this good news, it’s wise to think about how that increase in income can impact multiple financial decisions. Certified financial planner Suzanne Himes,...
Planning For A Happier Retirement
Most of us equate retirement planning with saving money for the future and while that is certainly important, studies show that the happiest retirees have a few other things in common. Suzanne Himes, lead financial planner at Asset Planning Corporation, is here with...