Greg O’Donnell Guest Stars on The Mark Thompson Show
Greg was a special guest on The Mark Thompson Show on KGO 810. He shared his insight, the steps his firm took to help protect clients during the recent turmoil, and how they will continue to [...]
A Guide to the CARES Act for Americans Age 50 and Over
President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law to help Americans combat the economic effects of the coronavirus. It includes potential tax breaks, checks for qualifying Americans, and temporary new rules [...]
3 Questions a Financial Advisor Can Help You Answer
A 12 year-long bull market run recently came to a close, and many Americans have experienced the effects. For those nearing or in retirement, this can be especially worrisome. If you're wondering what your course of action [...]
3 Unprecedented Measures During the Coronavirus Pandemic
We're living in unprecedented times, and the government is taking unusual steps to mitigate the economic damage done by the coronavirus. Strict measures are in place, like canceling events of more than ten people, closing bars and [...]
Retirement Savings in a Volatile Market – Is Now the Time for a Roth IRA Conversion?
By Sarah Brenner, JD IRA Analyst The coronavirus has been wreaking havoc on markets and millions of retirement account balances have suffered significant losses. This has left many IRA owners looking at lower account balances after several [...]
Low Interest Rates, Market Volatility, and Your Retirement
Planning for retirement is never a "set it and forget it" activity. There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. Recently, market volatility and the Federal [...]
The Importance of Good Record Keeping
The right record-keeping system can help manage your tax obligations and may save you both time and money. The information in this material is not intended as tax or legal advice but it may be helpful to [...]
New Year, New Law: What’s in the Secure Act?
Donald Trump ended 2019 by signing a 2020 spending bill that includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It’s the biggest piece of retirement legislation to be passed in years and it will [...]
3 Tips for Financial Health for the New Year
A recent Northwestern Mutual survey found that 41% of Americans are stressed about retirement planning, and 46% worry about outliving their savings.[1] And with 62% of Americans stressed about money in general[2], it’s surprising that only 28% [...]
Budget Checkup: Tax Time Is the Right Time
Every year, more than 147 million Americans, just like you, file federal tax returns, according to the Tax Policy Center. Many of my clients often tell me how much they dread searching through their files to locate [...]