We are one month into 2021 and much of the uncertainty from the previous year remains, even as the distribution of COVID-19 vaccines begin to roll out and a new administration takes the lead in Washington, D.C. While it is difficult to predict precisely where the economy will head this year, there are certain factors […]
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In this episode, the relatable finance guys discuss the financial implications of US and China pulling away from each other.
The Consolidations Appropriations Act of 2021, signed into law on Dec. 27, 2020, allows 401(k) plan sponsors to avoid triggering unintended partial plan terminations when they lay off more than 20 percent of their workforce between March 13, 2020, and March 31, 2021. This provision of the new law is welcome relief to the millions […]
The Consolidated Appropriations Act of 2021, signed into law on Dec. 27, 2020, provides a second round of economic relief to individuals, businesses and nonprofits that continue to struggle in the wake of the COVID-19 pandemic. While the law was written to support those in the most dire circumstances, it provides several generous benefits to […]
The results of Tuesday’s Georgia Senate election came as a small surprise, defying predictions that called for at least one Republican candidate to prevail. With two newly elected Democrats joining the Senate, we now must attempt to determine the direction of the markets and the economy under the “Blue Wave” and more left-leaning policy initiatives. […]
In this episode the relatable finance guys talk about the critical role consumers play in economic growth and sustainability.
Swap powers within intentionally defective grantor trusts (IDGTs) are critical estate planning tools that may help you improve tax efficiency today while allowing you to preserve wealth for generations to come. An IDGT is an irrevocable trust that you, the grantor, can create during life to pass assets and wealth to your named beneficiaries outside […]
In this episode the relatable finance guys talk to Dr. Jennifer Jurado about resilience and climate issues in Broward County.
In this episode the relatable finance guys talk about initial public offerings and special purpose acquisition companies and how they should factor into investment plans.
Leaving behind a lasting legacy and providing for surviving family members in the event of an individual’s death or disability takes time, patience and consideration of a broad range of non- financial issues. While there are times when an unequal division of property among heirs is preferable, consideration should be given not only to how […]
A power of attorney is a legal document in which you grant to someone else the authority to oversee your financial affairs and make prudent decisions on your behalf if and when you are unable to do so on your own. Those decisions could be as mundane as paying household bills during a temporary period […]
Asset diversification is an investment strategy that is designed to help investors minimize their exposure to market volatility while attempting to maximize their opportunities for high returns over the long term. While diversifying assets does not guarantee any investment objective will be met, spreading out investable dollars over a diverse mix of stocks, bonds, cash […]
In this episode the relatable finance guys discuss infrastructure, what’s included in this investing class and how it impacts the economy. Investing in commodities is generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations, even during periods […]
Developing a sound estate plan while you are healthy can go a long way toward saving your estate and family members from significant tax liabilities after you pass away. However, estate planning is not a one-and-done activity. Rather, it is an on-going process that requires frequent review and modifications based on changes to both your […]
