Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Provided by Misty Pittman   Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most...

Retirement and Adult Children

Supporting family can put a crimp in your strategy.  Provided by Misty Pittman   Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While that’s only to be expected from birth through...

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.  Provided by Misty Pittman   Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket”...

A Bucket Plan to Go with Your Bucket List

A way to help you prepare.  Provided by Misty Pittman   The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the...

Cybersecurity

Protecting yourself from potential calamity.  Provided by Misty Pittman   Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes are both expensive and on the rise. The...

Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings?  Provided by Misty Pittman   “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In...