Unemployment: What do you do after July 31st?

The extra $600 in weekly unemployment benefits will end the week of July 31st.  The clock is ticking down.  Each state has its own criteria for who is eligible to receive unemployment benefits, but the money you receive is usually based on your income.  The CARES Act included the super-boost by adding the extra $600 […] Read More

Reduced Income Action Plan

Here are some next steps and best practices to consider if your level of income has decreased, or you expect it to decrease in the near future. Prioritize Whether you have experienced a job loss, are going through a divorce, a disability, or other income reduction, prioritizing which bills to pay first is an important […] Read More

5/29 – Investor Education: Creating Your Retirement Paycheck (Playback)

When planning for retirement, we need to consider how to replace the income stream provided by our career and reconfigure a weekly schedule built around employment. During this session, we will review potential sources of income in retirement and their related tax considerations. Our goal is to raise awareness of possible adjustments to your […] Read More