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Three ways to protect yourself from stimulus scams
October 15, 2020 / Ray Wills
The Federal Trade Commission (FTC) is cautioning Americans to be mindful of various schemes targeting Economic Impact Payments, also known as stimulus checks. Here are a few things you can do to protect yourself if Congress passes a second stimulus package…
Interest Rates 101
September 24, 2020 / David Bimler
If you’ve been researching loans, you’ve certainly noticed the term interest rate. Expressed as a percentage, usually in annual terms, an interest rate is the amount of money your lender charges you for a loan. Nearly every type of loan, including mortgages, car loans and student loans, charges an interest rate. Rates vary depending on your credit score, the type of loan and the lender.…
Work-from-home scams and how to avoid them
September 10, 2020 / Ray Wills
As the coronavirus crisis causes unemployment numbers to increase, a trend has emerged: Many people are falling victim to work-from-home scams. Identifying these scams can be tricky, as work-from-home opportunities have skyrocketed due to nationwide stay-at-home orders.…
A GRAT in action
August 17, 2020 / The Merrill Anderson Company
The Grantor-Retained Annuity Trust (GRAT) has emerged as a popular strategy in the estate planner’s toolkit. The idea is that a grantor places assets in a trust while retaining the right to receive payments from the trust. When the term of the trust expires, any assets remaining in the trust pass to a beneficiary, typically a family member.…
Read this before cashing out your retirement account due to COVID-19
August 11, 2020 / Beth Reeser
The Coronavirus Aid, Relief and Economic Security (CARES) Act offers a provision to soften the economic impact from COVID-19. It authorizes the withdrawal of up to $100,000 from IRAs, or 401(k) retirement accounts, without penalty…
Seven ways to save money by going green
July 23, 2020 / Fallon Finnegan
We all know we should turn off the lights when we leave a room, unplug appliances we aren’t using and invest in reusable drinkware to reduce our carbon footprints. But, changing other small habits can have a positive impact not only on the environment, but also your wallet.…
