How to safely take money from your retirement account now

I’ve asked my firm’s CFO Bill Sweet to help me draft a notice to our clients so they can understand the provisions in the CARES Act, a $2 trillion economic rescue bill that President Trump signed into law last week. In this post, I am only including information about how the Act affects your Individual…

Three reasons it’s not 1929

I could be wrong, but let me point out three things that I think about when I hear Great Depression analogies being made to the current crisis. The first thing I think about is that the financial markets of the 1930’s were prehistoric. Yes, the Federal Reserve was in existence, but it was nowhere near…

Life is Beautiful

If you’re roughly in my age group and reading this, then it’s likely you’re at home right now, with children, doing your best to be a mom or a dad, as well as a homeschool teacher, while simultaneously trying to manage a business, be a remote employee or figure out your next gig for when…