Coronavirus- Market Impact

February 14, 2020

The novel coronavirus seems to be on everyone’s minds. As the number of infected people continues to grow, so might some of our anxiety about the spread and potential impact of the virus. While we don’t know how many people the virus will infect and the length of this viral cycle, we do know that you may have some questions about how this might impact your investments. Read More...

The SECURE Act and Student Loan Repayments: The Gift of Options

February 4, 2020

Much of the discussion surrounding the recently passed SECURE Act focuses on employer-sponsored retirement plans, IRAs and inherited IRAs. Yet, tucked away in the new law – which aims to expand access to retirement savings vehicles, preserve retirement savings, and encourage better savings habits – is the expansion of what counts as a qualified education expense under the rules governing 529 college savings plans. While the section explaining these new allowances encompasses less than a page of text, the implications and benefits could be far-reaching, both for families saving for college and for families struggling to pay off student loans. Read More...