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Could You Be Responsible for Your Parents’ Nursing Home Bills?
By Mark FisselPosted on August 3rd, 2020
In 26 states (and Puerto Rico), laws generally hold children financially responsible for certain debts of their parents. These laws are referred to as filial […]
Learn MoreFour Things to Consider Before Refinancing Your Home
By Mark FisselPosted on August 3rd, 2020
Mortgage refinancing applications surged in the second week of March 2020, jumping by 79% — the largest weekly increase since November 2008. As a result, […]
Learn MoreThe Changing College Landscape
By Mark FisselPosted on August 3rd, 2020
The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything else. Not only has COVID-19 […]
Learn MoreAlmost Nine Out of Ten Women Qualify for Social Security on Their Own
By Mark FisselPosted on August 3rd, 2020
Because of a long-term rise in the employment rate for women of all ages, the percentage of women ages 62 to 64 who are fully […]
Learn MoreJuly 2020 Monthly Recap
By Mark FisselPosted on July 15th, 2020
In this issue: Monthly Market Recap 2019 Tax Filing Deadline is July 15 Thinking About a Roth Conversion this Year? Turbulent Times: Bear Markets Come and […]
Learn MoreTurbulent Times: Bear Markets Come and Go
By Mark FisselPosted on July 1st, 2020
The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to […]
Learn MoreTapping Retirement Savings During a Financial Crisis
By Mark FisselPosted on July 1st, 2020
As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation […]
Learn MoreJune 2020 Monthly Recap
By Mark FisselPosted on June 3rd, 2020
Monthly Market Recapfrom Clint Edgington, CFA 2020 continues to be a tumultuous year. While we are still figuring out the impacts of Covid-19 we now are […]
Learn MoreDepartment of Labor Announces E-Delivery Final Rule
By Mark FisselPosted on June 2nd, 2020
Amidst the ongoing Coronavirus situation, the Department of Labor announced final rules regarding electronic communications from retirement plan fiduciaries to their participants. These rules are […]
Learn MoreFour Questions on the Roth Five-Year Rule
By Mark FisselPosted on May 29th, 2020
The Roth “five-year rule” typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth […]
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