In our present and uncertain times, sitting down to do long-term planning may not be a top priority but it should be. There is enormous value in assessing your financial condition in connection with your evolving goals and aspirations. In this brief video, Fairman Group Partner, Shawn Kindt, CPA/PFS, CFP®, discusses the importance of evaluating your financial situation to help determine—and plan for—the next chapter of your life.
The April 2020 edition of Fairman Group Perspectives highlights returning to work after COVID-19, coronavirus scams, rebalancing portfolios, and CARES Act distributions. Learn more!
The IRS recently issued a warning about various schemes related to economic impact payments that are being sent to taxpayers under the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The IRS warns taxpayers to be aware of scammers who use words such as “stimulus check” or “stimulus payment” instead of the official term, “economic impact payment”, and other methods.
In a volatile market, it’s easy to allow your emotions to influence your investment decisions. But if you can keep your cool while those around you are losing theirs, you may be able to take advantage of potential opportunities. One way to do that is by reviewing your portfolio to determine if it’s time to rebalance your asset allocation or modify your level of diversification. Rebalancing means adjusting your portfolio to get it back to your original target allocation.
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