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RMD Updates for 2020

By Joyce L. Franklin on July 23, 2020 in Retirement Planning, Taxes

Two significant rules have changed the RMD landscape for 2020.

What You Need to Know About the CARES Act

By Joyce L. Franklin on April 10, 2020 in Retirement Planning, Taxes

This $2 trillion federal economic aid package is intended to provide relief to individuals and businesses who are suffering. It contains many tax breaks, as well as opportunities for small business loans.

Dollar-Cost Averaging

By Joyce L. Franklin on November 7, 2016 in Investing, Retirement Planning, Wealth Planning

Dollar-cost averaging (DCA)—investing the same fixed amount of money in a particular fund (or portfolio) at regular intervals—is a technique that helps you avoid the risk of putting all your money in the stock market at the wrong time. If the stock market is

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