Searching for Safety and Security in Retirement
July 15, 2020
An annuity specialist compares strategies for coping with low interest rates.
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Five Ways Advisors Can Ease Clients’ Tax Concerns Now
July 2, 2020
With the extended July 15 tax deadline fast approaching and the November U.S. presidential election looming, taxes are now top of mind for many investors, and there are several ways
Income Protection Can Ease COVID-19 Side Effects
June 15, 2020
The virus kills some people. For many more people, it leads to time off work. While it is not a cure, disability insurance (DI) can be a bandage to help
House Passes Bill to Extend PPP Loan Deadlines
June 1, 2020
House lawmakers passed Wednesday afternoon the Paycheck Protection Program Flexibility Act of 2020, H.R. 7010, which extends several deadlines for small businesses who received PPP loans. H.R. 7010 does the following:
Treasury, SBA Release PPP Loan Forgiveness Application
May 18, 2020
The Treasury Department and Small Business Administration late Friday released a Paycheck Protection Program Loan Forgiveness application along with instructions on how to apply, consistent with the Coronavirus Aid, Relief, and
IRS Says No Double Tax Benefits From PPP Loans
May 5, 2020
There’s a new wrinkle introduced by the IRS for the Payroll Protection Program that advisors and their clients taking these loans should be aware of. If their PPP loans are
FINRA Clarifies Disclosure Rules for PPP Loans
April 14, 2020
The Financial Industry Regulatory Authority has clarified its position on advisors taking small-business loans as part of the COVID-19 stimulus package. On Monday, the regulator said advisors will not have to
Small Businesses Hit Bumps When Applying for Stimulus Loans
April 6, 2020
As the Treasury Department launched Friday its relief loan program for small businesses being hurt by the COVID-19 pandemic, advisors say they are hitting hurdles with large banks and have questions about
Fed Cuts Benchmark Rate to Near Zero; Stock Futures Plunge
March 16, 2020
The Federal Reserve cut its benchmark interest rate late Sunday by a full percentage point to almost zero and pledged a return to quantitative easing via the purchase of at
Many Americans Financially Unprepared for Divorce, Widowhood
February 19, 2020
A solid percentage of people are avoiding these uncomfortable topics, a TD Ameritrade survey finds. Americans are living longer, with major ramifications for estate planning. Researchers at TD Ameritrade wondered