Financial Planning and Investment Strategies


Year End Financial Strategies, 2020

By Amanda Jones / November 17, 2020 / 0 Comments

A pandemic, a hotly contested Presidential election, and a mass migration to remote learning and remote working,  2020 was a very unique year. As we approach year end, there is a complex web of things to take into consideration for tax planning purposes. The Cares Act provides some tax reduction opportunities.  The presumptive change in…

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Handling Financial Matters After the Loss of a Spouse or Parent

By Amanda Jones / September 30, 2020 / 2 Comments

A widow recently shared with me that when she went to the bank to deposit the insurance money she received following her husband’s sudden death, she was approached by an ‘in house’ sales man who convinced her to put a large portion of the funds into a investment that wasn’t in her best interest. However she was so emotionally vulnerable that she just proceeded without thought. Undoing the damage cost her thousands dollars.

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