Retirement

This week brings us to week 3 of our 3-part series on embracing technology in these challenging times!  We explained the importance of embracing technology in this increasingly digital age brought upon us by the Coronavirus, what type of equipment can facilitate this for you and what service provider and level of service is required.  If you have missed any of the previous parts to the series, please see here, as we have listed them together for your reference on the special Coronavirus page of our website.

Along with roller-coaster market changes, some of us started to welcome stimulus payments into our bank accounts.  You may or may not be one of the 80 million recipients of a stimulus payment from the government designed to help stimulate our economy during this challenging time.

A few important updates:

Deadline for Tax filing, pushed to July 15th
IRS Notice 2020-18 Relief for Taxpayers has extended the 2019 tax filing and IRA contribution deadline from April 15th, to July 15^th

Important Changes due to the CARES Act:

Important information regarding distributions:

We realize a lot of small businesses have taken a hit during this challenging time-probably one of the hardest hit industries of the COVID crisis.  We also realize you may have problems finding items to cook with, or you are too busy adapting to your new way of life at home to have time to cook.  Please join us in considering purchasing a gift card from or enjoy a day off from cooking, by patronizing one of these local restaurants! 

Surrounding Mother Lode area-

During these challenging times, it is helpful to put the market in perspective and review options available to you.

We would like to take a moment of your time to educate and inform you of some of the reasons for the most recent volatility in the market.