The Financial Impact of the Pandemic for Women
Women face unique challenges during these uncertain times, especially when making sure their retirement needs are addressed.
The CARES Act and Expiring Changes For 2020
Provisions to take up to $100,000 penalty-free from your retirement plans expire on December 31st
Roth IRAs For Teens
It’s never too early to plan for retirement, or to earn compound interest on investments. Even a teen working a summer job can open a Roth IRA.
It’s all a Numbers Game
How confident are you that you’ll reach the number you need for a comfortable retirement?
In Kind or Cash Transfer: Just Follow the Process
Changing brokerage accounts doesn’t need to be a hassle if you understand how In-Kind and Cash Transfers work.
The Roth IRA Conversion: Is It the Right Move for You?
Roth IRA conversions seems to be appropriate for many investors right now. Make sure you understand the ramifications before going ahead.
How The 2020 Elections Could Impact You
With a 2025 deadline and shifting political landscape, it may be appropriate for some investors to convert traditional IRAs to Roth IRAs.
Avoid Panic When It Comes to Your 401(k)
Stock market uncertainty can lead to emotional investing. Financial professional Jennifer Farrington, Ph.D., shared her thoughts with U.S. News & World Report @USNews about avoiding panic when it comes to your 401(k). https://money.usnews.com/money/retirement/401ks/articles/how-to-avoid-panicking-when-your-401-k-is-down #RetirementPlanning This article is intended to provide general information. It is not intended to offer or deliver investment advice in any way. […]
Adversity and Opportunity
Well, another milestone for Cutter Financial this week. Maeve, our oldest daughter, who was officially our “Chief” landscaper since she was 13 has now been promoted to “Summer” intern while on break from nursing school at Quinnipiac. Her sisters have some tough-shoes to fill as Maeve pivots from her landscaping duties to a more professional environment. Maeve […]
Retirement Plans and Tax Law Changes
Have you ever had the experience of opening up one of your kids’ report cards to see their grade drop in a subject they previously excelled at? In earlier years they had been coming home telling you how much they loved history or science, only to now become disenchanted. Perhaps when you ask them what […]