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Know-More Blog
Do you, a friend, or a family member, find yourself instinctively adjusting your portfolio or approaching your finances in a certain indescribable way? Do you often have great difficulty listening to new financial philosophies, or even become aggressively defensive of a particular strategy that you have held to for months or even several years? If...
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Its that time of year again, boxed lunches, boxes of donuts, and boxes of name-brand coffee in the break room can only mean one thing; its time to check those boxes on your employee benefits election form. Every year it feels the same, time for you to shop 401(k) plan options, shop through health insurance...
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covid-19
Thirty years ago, I discovered and set out to master the nonqualified deferred compensation field. I designed and placed several hundred plans prior to the 1986 Tax Reform Act, which caused dramatic changes in how these arrangements were funding. Prior to the Act, we could credit participant accounts with 18 to 22 percent guaranteed interest...
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As a highly compensated executive, you are focused on your career and management responsibilities. But no employee can afford to overlook personal financial planning. At the same time, your employer has a vested interest in helping you, and not just in your job, but in your personal wealth management as well. Why? Because when you’re...
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Via the recent CARE Act, many homeowners that have a mortgage now qualify to halt 12 payments on their monthly mortgage through a forbearance request to their lender. Now, nearly 4% of all mortgages are in forbearance and the Mortgage Banker Association reports a 1,270% increase in forbearance requests the week of March 2 and...
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In spite of all of the negative headlines these days, there is a wealth of good that has come from the communities during these trying times. Healthcare professionals and essential workers continue to lead the frontlines as we progress through the events of the COVID-19, Coronavirus pandemic.   As we wrote in previous articles there...
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Healthcare Professionals
We are living in unprecedented times. For many of us, our daily routines might have changed, such as trading the commute to work for the pajama bottoms meeting. However, for many in the community, life continues on without too many difficult adjustments. There is a certain group of individuals out there, who have never had...
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5 Money Actions
While many people are rushing to the grocery and big-box stores around the world to stock up on life’s necessities, many are failing to see the long-term implications of reviewing their financial situation. Instead, individuals are replacing their well-thought-out strategies with emotional reactions, often through fear. In times of fear, the action itself does not...
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As of writing this article, the markets continue in a downward trend. Headlines around the world are telling everyone to embrace for the worst regarding the outbreak of coronavirus (COVID-19). When it comes to you and your family’s health, at My Financial Coach, we encourage everyone to stay vigilant, listen to the recommendations of the...
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safety
For weeks, anxious investors have had to endure headlines that conjure memories of the 2008 Financial Crisis. During these times of market volatility it is important to keep the situation in perspective, and while the headlines of today may seem unprecedented, panic can have unintentional consequences.   The latest news coming out for the coronavirus...
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