https://huberfinancial.com/wp-content/uploads/update-900x600-1.jpg 600 900 Chris Plagge, CPA, EA https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Chris Plagge, CPA, EA2020-03-25 14:33:012020-03-25 14:35:36COVID-19 – Further Guidance Released by the IRS
You know it is strange times when one day after I write an article explaining new provisions put out by the IRS, I have to write a second article covering the clarifications the IRS released for those new provisions. Yet here we are. This afternoon the IRS released a FAQ page covering several of the questions that were left unanswered in my article yesterday and even some other areas that are worth noting.
https://huberfinancial.com/wp-content/uploads/AdobeStock_5166329-1.jpeg 669 1000 Chris Plagge, CPA, EA https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Chris Plagge, CPA, EA2020-03-23 17:50:542020-03-23 17:50:54COVID-19 – Additional Relief Released by the IRS
The IRS has announced an extension for filing 2019 tax returns. This update from Chris Plagge, Savant’s Director of Tax and Business Services, explains why you might not want to wait.
https://huberfinancial.com/wp-content/uploads/AdobeStock_83892551.jpeg 1000 1641 Huber Financial https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Huber Financial2020-03-20 17:22:502020-03-20 17:26:27Flattening the Curve: The Power of Time and Compounding
We in the financial advisory industry oftentimes extoll the virtues of time and compounding when it comes to saving for retirement. In fact, Albert Einstein is rumored to have said that compound interest is the 8th Wonder of the World. This is wonderfully amazing for a 22-year-old at their first job saving in their 401(k). However, the same concept is currently working against us with regard to the spread of COVID-19.
https://huberfinancial.com/wp-content/uploads/AdobeStock_103458765.jpeg 523 1000 Huber Financial https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Huber Financial2020-03-13 11:11:532020-03-13 11:11:53A Response to Market Volatility
With investment markets in full panic mode as a result of the World Health Organization declaring the COVID-19 virus to be a global pandemic, traders on Wall Street are selling at virtually any price, which has caused the markets to drop into bear market territory.
https://huberfinancial.com/wp-content/uploads/AdobeStock_57383738.jpeg 665 1000 Huber Financial Team https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Huber Financial Team2020-02-28 10:20:262020-02-28 10:20:26Investing During the Coronavirus Outbreak
As markets come to a close on Thursday, February 27, 2020, the S&P 500 Index (U.S. stocks) and MSCI All Country World All Cap Index (global stocks) have officially entered into a correction (defined by a 10% drop from the most recent high). As equity markets experience turmoil due to concerns surrounding the coronavirus outbreak, it’s important that we take a step back and look at the situation in the context of prior pandemic outbreaks and broader market volatility.
https://huberfinancial.com/wp-content/uploads/AdobeStock_157269830.jpeg 662 1000 Andrew Whelp, CPA, JD https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Andrew Whelp, CPA, JD2020-01-31 16:47:552020-01-31 16:47:55What the SECURE Act Means for Retirement Savings
With all of the political headlines in the news lately, you may have missed an important one that has far-reaching implications for how you save for retirement. In late December, both political parties joined forces to pass the Setting Every Community Up for Retirement Enhancement (SECURE) Act throughout the year.
https://huberfinancial.com/wp-content/uploads/Q4-Slides-4.png 396 683 Martha Conlon https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Martha Conlon2020-01-21 09:00:282020-01-21 09:01:182019 Fourth Quarter Review Slides
2019 Fourth Quarter Review Slides
https://huberfinancial.com/wp-content/uploads/3Q-Reviw-1.png 414 648 Martha Conlon https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Martha Conlon2019-10-08 09:32:322019-10-08 09:33:202019 Third Quarter Review Slides
2019 Third Quarter Review Slides
https://huberfinancial.com/wp-content/uploads/AdobeStock_195240131.jpeg 2707 4069 Robert E. Morrison, CFP® https://huberfinancial.com/wp-content/uploads/HuberLogo-2019-Color-transparent-300x102.png Robert E. Morrison, CFP®2019-09-05 06:00:532019-08-28 12:52:13Can I Afford to Retire? - Beware of Binary Bias
Why do we continue to approach the nuanced transition into retirement as such a binary/cliff event? I think it’s mainly habit, extending back to the industrial days when you were either employed or not employed. No in-between.