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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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Teaching Kids about Money from Childhood Through Adulthood

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Teaching Kids about Money from Childhood Through Adulthood

Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you model it for them. 

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4 Key Financial Lessons From The Last Recession

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4 Key Financial Lessons From The Last Recession

Published by Mark Ring, Wealth Advisor The past has much to teach us. Whether good or bad, we can look back, learn from mistakes and victories, and apply these lessons to our current situation. So, as we experience wild volatility, record market drops, and the beginnings of what many are calling the next recession, we have the opportunity to take what we learned from the market crash of 2007/2008 and move forward. Here are 4 financial lessons the last recession taught us.  1. Borrowing Money Carries Risk One of the harsh realities that many learned in the last recession (and...read the full article

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5 Strategies To Grow Your Wealth During The 2020 Financial Crisis

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5 Strategies To Grow Your Wealth During The 2020 Financial Crisis

Published by Ryan Cooley, Associate Wealth Advisor To say the coronavirus pandemic has taken the world by storm wouldn’t do justice to the severity of the situation. If it was just our health that was affected, that’s one thing. But unfortunately, we’re having to balance the negative effects of this widespread virus with job loss, reduced working hours, and decreased portfolio balances. Times are tough. Thankfully, there are steps you can take to leverage the 2020 financial crisis and grow your wealth. Let’s talk about 5 strategies you can use today.  1. Reevaluate Your Finances (And Refinance Debt) A financial...read the full article

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

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Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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4 Things To Do In A Volatile Market

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4 Things To Do In A Volatile Market

Published by Ryan Cooley, Associate Wealth Advisor With the way things have been going lately, volatile sounds like a massive understatement to describe our current situation. When you’re barraged daily with alarming headlines, it’s normal to start asking questions like, “Am I going to be all right?” and “How will this affect me?” And more often than not, our questions turn to financial matters: “Will my portfolio recover?” and “Will I lose income?” While these events are not to be minimized, we can take comfort by being educated about what’s actually happening, not just what the news is portraying. Here...read the full article

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Do Your Friends And Family Need Financial Guidance During This Stressful Time? We’re Available To Help Virtually

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Do Your Friends And Family Need Financial Guidance During This Stressful Time? We’re Available To Help Virtually

Published by Daniel Morrison, Wealth Advisor Our lives have changed drastically in just a few short weeks. And more often than not, all this change and uncertainty, coupled with hourly news briefings and dramatic headlines, can cause us to panic or at least lose sleep at night. We get it. Things are going to be very different for a while, but thankfully one thing that won’t change is how our team at Jacob William Advisory is committed to you, your life, and your finances. Whether you have questions, concerns, or need help processing the market roller coaster, you have us...read the full article

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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The Importance Of A Financial Plan

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The Importance Of A Financial Plan

Published by Daniel Morrison, Wealth Advisor Life can be chaotic when you don’t have a plan of action. Would you agree? When you consider life events outside of your normal routine, like that thing you might have heard of, the coronavirus, not having a plan makes it infinitely harder to do what’s best for you and your family. A financial plan is essentially putting all the details about your financial life in one place,   including your savings, debt, assets and investments, life insurance, and other elements that apply to your financial situation. (1) This allows you to fall back...read the full article

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How To Prepare For An Unexpected Death

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How To Prepare For An Unexpected Death

Published by Mark Ring, Wealth Advisor We always want to be prepared—especially in the midst of hectic times. It’s one thing to stock up on canned goods and toilet paper, but preparing for an unexpected death is quite another. No one wants to think about losing a loved one. And if we avoid even thinking about such a tragedy, of course we also avoid preparing for it financially. However, no matter how sad and uncomfortable this conversation may be, it should still take place. A truly comprehensive financial plan must consider and prepare for losing a loved one. It may...read the full article

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