Logic Corner

Estate Planning in a Pandemic

May 07, 2020

While the majority of the 60,000 U.S. deaths caused by the coronavirus have been individuals at higher risk due to age or pre-existing health conditions, we have all…

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Defeat the Villains

To say we all have a lot on our minds these days is a massive understatement. Unfortunately, bad actors and scammers know we are preoccupied. And, as they…

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Coronavirus Legislation and Your Retirement Funds

April 22, 2020

While it may be unpleasant to think about your 401(k) or IRA right now, you should know about changes COVID-19-related legislation has made to rules regarding tax-advantaged retirement…

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COVID-19 Scam Alerts

As part of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), Congress provided financial relief for many taxpayers with the introduction of a 2020 tax credit…

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Health Provisions in COVID-19 Stimulus Legislation

Recent COVID-19 stimulus packages allocated billions to health care providers for eligible expenses to combat the disease and included health-related provisions directly impacting individuals, such as: Sick leave…

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When Good Markets Go Bad

October 10, 2019

We know markets will cycle – we just don’t know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten….

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