Summer is upon us, and it’s a great time to make smart decisions. Whether you're boosting college savings, booking a getaway, or maximizing your credit card rewards, a little planning goes a long way.
CARES Act Snapshot
The CARES Act was signed into law on March 27, 2020 as a response to the COVID-19 pandemic in the United States. The act creates an array of resources and new guidelines that may impact your financial situation. In this blog, Stuart Sutphin, CFP® takes a look at some key areas that will likely impact clients.
The Bucket Approach to Retirement Income
Have you started thinking about where your paycheck will come from during retirement? Do you know if your current plan will last you? If you find yourself scratching your head then you’re in luck because Bill DuBose, CFP® offers a strategy to help you get started down the right path. Take a look and see how “buckets” will come in handy during your retirement planning!
