Continuing to bring you timely and relevant financial and planning topics during today’s challenging economic and social climates
September 21, 2020—Small business revenues and the number of small businesses open are both down roughly 19% since January. And safety concerns in light of COVID-19 have escalated the crumbling of brick and mortar stores, moving more shoppers to the virus-free realms of online shopping.
The COVID-19 pandemic has taken a tremendous economic toll on businesses and individuals, forcing people to evaluate critical issues, including how well their retirement plan can weather this storm. Though a busy and challenging time, this is an opportune moment for plan advisers to ensure that their plan sponsors and participants have access to low-cost, flexible investment vehicles.Collective investment trusts (CITs) can help address industry-wide fee pressures.
September 15, 2020, GEM 20—These days, with so much uncertainty due to the pandemic, it may help to focus on something you can control, like your estate plan. When most people hear “estate plan,” they think of their will. They don’t necessarily think about life insurance within the context of their overall estate plan. Learn the top five ways life insurance can play a role in estate planning, and maybe bring a bit more stability into an uncertain environment.
