schumaker Archives - Page 2 of 2

October 22, 2020

Should you change investments ahead of the election? Maybe.

Worried about what might happen to financial markets and your investments if we have the first contested election in 20…

August 16, 2020

The saying “there’s no such thing as a free lunch” has been attributed to many people over the years. Someone…

July 15, 2020

Typically when you fail to plan, you are planning to fail. It’s best to have a plan before trouble comes,…

June 1, 2020

Recently, President Trump signed ‘phase 3.5’ of emergency interim coronavirus relief, which comes with nearly a half trillion dollar cost.…

March 21, 2020

Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement…

January 12, 2020

While we all love the season of giving, there is one place that many are likely giving far more than…

December 26, 2019

One of the most common things I see when someone comes into our office for the first time if they…

November 28, 2019

If you are a 401(k) plan owner, imagine how you would feel if you were on a sinking cruise ship…