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The Week Ahead: June 15, 2020, The Tax Filing Deadline Is One Month From Today – Are You Ready? Also, Gain Some Valuable Insight On How To Avoid COVID-19 Without Spoiling Your Summer …all this and more in The Week Ahead!

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The Week Ahead: June 15, 2020, The Tax Filing Deadline Is One Month From Today – Are You Ready? Also, Gain Some Valuable Insight On How To Avoid COVID-19 Without Spoiling Your Summer …all this and more in The Week Ahead!

The Week Ahead Your Weekly News and Updates June 15, 2020 EXCLUSIVE CLIENT ONLY WEBINAR: THURSDAY, JULY 2, 2020 AT 12:30PM! Exclusive Client ONLY Event: On Thursday, July 2 at 12:30pm, Candice Tse from Goldman Sachs on this Webinar, this time for clients only: After the Run Up: Goldman Sachs on Their Outlook and the Investment Themes That Matter Candice Tse, Managing Director, U.S. Head of Market Strategy, From Goldman Sachs will be our special guest speaker! She will be sharing their forecast for the rest of 2020. Reasons To Attend Our Webinar: 1. Find out what Goldman’s new outlook really means, straight from...read the full article

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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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The Week Ahead: June 8, 2020, Download Our Webinar: 20 Financial Tips for 2020 Powerpoint and How To Be Safe From COVID-19 While Shopping…all this and more in The Week Ahead!

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The Week Ahead: June 8, 2020, Download Our Webinar: 20 Financial Tips for 2020 Powerpoint and How To Be Safe From COVID-19 While Shopping…all this and more in The Week Ahead!

I cannot remember a time when I’ve seen such a widespread disparity between what is happening in the economy and what is happening in the stock market. Let’s take a moment to briefly outline the situation using hard data. The unemployment rate soared to a post-depression high of 14.7% in April, while the survey of businesses by the U.S. Bureau of Labor Statistics revealed a loss of 20.5 million jobs in April, the worst monthly reading since records began in 1939.

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The Week Ahead: June 1, 2020, Hear Debbie Share Her Weekly Market Update, Check out our Special Roth IRA Contribution Announcement, and Find Out Which Summer Activities Will Be Safe …all this and more in The Week Ahead!

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The Week Ahead: June 1, 2020, Hear Debbie Share Her Weekly Market Update, Check out our Special Roth IRA Contribution Announcement, and Find Out Which Summer Activities Will Be Safe …all this and more in The Week Ahead!

The Tax Gotchas at the Four Stages of Retirement (Including the SECURE Act) Most couples think that, by moving into retirement, the hard work is done. But the federal government ensures that’s never the case! There are plenty of tricky tax rules and regulations that make handling finances in retirement a burden, and not knowing them can eventually cost millions of dollars both you and your children.

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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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20 Financial Tips for 2020: Virtual Workshop on Thursday, June 4 at 4:15pm

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20 Financial Tips for 2020: Virtual Workshop on Thursday, June 4 at 4:15pm

Are you worried about your financial future? Are you thinking about your retirement and how this volatile economy will impact you and your family? If you, your friends and family are overwhelmed by the current state of the market and economy, Debra Taylor has the key facts you need to know before making decisions. Click on the video where Debra explains what you can learn in the workshop then click the button below to register! Click here to register!

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The Week Ahead: May 11, 2020, Listen in on Debbie’s radio interview on the CARES Act and Our New Retirement Rules Card will help you navigate through the SECURE Act…all this and more in The Week Ahead!

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The Week Ahead: May 11, 2020, Listen in on Debbie’s radio interview on the CARES Act and Our New Retirement Rules Card will help you navigate through the SECURE Act…all this and more in The Week Ahead!

Let’s not forget about the SECURE Act! With the Coronavirus at the front of everyone’s minds, the major retirement changes brought by the SECURE Act at the end of 2019 have been pushed aside. However, at TFG we know these changes cannot be ignored. Therefore, we strongly encourage you to review the New Retirement Rules card that highlights the important retirement changes brought by the SECURE Act. Feel free to contact us if you would like to discuss these topics further and determine if there is a need to adjust your retirement strategy.

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The Week Ahead – May 4, 2020, Missed our “First Friday” Coffee Chat? No Worries! Access the Replay below and Debbie’s 5 Tax Must-Do’s in a Down Market…all this and more in The Week Ahead!

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The Week Ahead – May 4, 2020, Missed our “First Friday” Coffee Chat? No Worries! Access the Replay below and Debbie’s 5 Tax Must-Do’s in a Down Market…all this and more in The Week Ahead!

It is so captivating to watch the market action (quickest peak to trough in history, 20 day bear market), that it is easy to forget the forest when you are in the weeds. But, remember the forest we must. So, drag yourself from the headlines, and review the following items and start to perform these high value activities.

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Client Announcement – NY Extends Grace Periods if COVID-19 Pandemic Creates Financial Hardship

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Client Announcement – NY Extends Grace Periods if COVID-19 Pandemic Creates Financial Hardship

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID-19”) pandemic.

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The Week Ahead – April 27, 2020 Invite your friends to our upcoming Coffee Chats, 4 Financial Planning Must-Do’s in a Down Market and The Road to Recovery …all this and more in The Week Ahead!

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The Week Ahead – April 27, 2020 Invite your friends to our upcoming Coffee Chats, 4 Financial Planning Must-Do’s in a Down Market and The Road to Recovery …all this and more in The Week Ahead!

It is probably best just to accept that both our lives and the economy will remain constrained by the pandemic into 2021 and look forward to better times thereafter. The sooner we accept that we are stuck on a long and unfamiliar road, the sooner we can consider what this new landscape means for investment choices. Last week, the CDC outlined three phases for a return to normality.

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