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Why it’s important to conduct an end of year financial review
Performing an end of year financial review is an intentional, comprehensive effort that will help you understand your current financial state, especially after the rollercoaster year of 2020.
A 2020 Year-End Guide for Investors
If the coronavirus has taught us anything this year, it’s that it is much better to be prepared for things we cannot control. By taking these steps now you can look forward to the year ahead knowing you are well-organized for whatever surprises 2021 may throw at us.
Avalanche or Snowball: Which is Right for You?
The drain of debt on cash flow has only been compounded by the effects of the pandemic, which has caused a fifth of Americans to revisit their financial plans and make significant adjustments. If you’re among those looking for a strategic approach debt repayment, weigh the pros and cons of two popular strategies: debt avalanch[...]
Financial advice for stability in an unstable world
Experts at Maia Wealth talk about the unique risks law firms are now facing in light of the pandemic, as well as some smart strategies they can employ to mitigate losses.
Need More Space During COVID-19?
There has never been a better time to get money to make some home improvements. The Federal Reserve has continued to keep short-term interest rates low, making it more attractive to borrow money. Here are the best options of how to borrow money using your home as collateral
To sell or to hold your real estate assets?
Now is the time for you to preclude that risk, armed with knowledge and a strategy to effectively improve your properties and keep them stabilized, making them as profitable as possible; all the while abiding by your wealth management goals.
Did you lose your job?
You may have a 401k and are needing to figure out if you want to leave it in your current plan, rollover the balance to an IRA, or take a withdrawal and pay taxes now. A number of significant issues call for consideration when making this decision. Learn more here.
Some misconceptions about gold
Compared to gold, stocks provide superior protection against inflation over time. In times of heightened uncertainty and/or volatility, should you rebalance your portfolio to include gold as a hedge? No. As a general matter of portfolio construction, should you invest directly in gold or other commodities? Also no. Find out more[...]
Top year-end 2020 tax planning ideas for businesses
Year-end tax planning for 2020 takes place against the backdrop of legislative changes that occurred in late 2017 and a number of tax provisions for small businesses under the Coronavirus Aid, Relief, and Economic Security Act (the "CARES Act").
Why now is the time to buy gold
Owning some gold in your portfolio in the form of an exchange traded fund (ETF) may make more sense and here is why.
BKD releases the 2020 Year-End Tax Advisor
Created annually to assist businesses and individuals with crucial year-end planning decisions, more than a dozen contributors worked together to create 18 articles detailing everything from how COVID-19 has affected various industries to charitable giving and information reporting reminders.
Managing retirement planning during the pandemic
From job layoffs, furloughs and shuttered businesses—the COVID-19 pandemic has undoubtedly impacted our economy, forcing many to make the hard decision about whether or not to dip into their retirement savings to pay the bills and put food on the table. Research found three in 10 Americans withdrew money from their retirement [...]
