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Has 2020 Volatility Thrown Your Allocation Out of Whack?

Has 2020 Volatility Thrown Your Allocation Out of Whack?

by MasterPlan Your Retirement | Sep 20, 2020 | Financial Planning, Retirement Income

The financial markets have been on a wild ride in 2020. The year began with a continuation of the bull market that started in 2009. The longest bull market in history, however, came to an abrupt end with the arrival of the COVID-19 pandemic.1 From February 20 to March...
Fourth Quarter Preview: What to Expect for the End of 2020

Fourth Quarter Preview: What to Expect for the End of 2020

by MasterPlan Your Retirement | Sep 15, 2020 | Financial Planning, Retirement Income

It took just under five months for it to happen. On August 17th, the S&P 500 closed at 3389.78—an all-time record. That record is also significant because it means the index officially recouped all losses from the downturn that happened in March.1 This year has...
3 Ways the SECURE Act Benefits Women

3 Ways the SECURE Act Benefits Women

by MasterPlan Your Retirement | May 26, 2020 | Financial Planning

It seems like the entire world has revolved around the coronavirus for the past two months. It has changed our way of life, the way we work, and even the way we interact with friends and family. Believe it or not, there have been other new developments in 2020 besides...
What to do after you max out your 401(k)?

What to do after you max out your 401(k)?

by MasterPlan Your Retirement | May 20, 2020 | Financial Planning

Are you one of the more than 58 million Americans who use a 401(k) plan to save for retirement? As of the end of 2019, 401(k) plans held more than $6.2 trillion, which accounts for nearly 20% of all retirement assets in the United States.1   A 401(k) can be an...
Potential Investment Opportunities During a Difficult Time

Potential Investment Opportunities During a Difficult Time

by MasterPlan Your Retirement | May 14, 2020 | Financial Planning

The stock market crash of 1987. The tech bubble in the early-2000s. The financial crisis of 2008. And now, the coronavirus pandemic.   What do all of these things have in common? They all involve sharp market downturns that end a bull market and trigger a bear...
Are You Facing a Retirement Income Tax Bomb?

Are You Facing a Retirement Income Tax Bomb?

by MasterPlan Your Retirement | Mar 26, 2020 | Financial Planning, Retirement Income

Do you use a 401(k) or IRA to save for retirement? You’re not alone. These types of accounts are popular for many reasons, but one of the biggest is their tax treatment. As you may know, these accounts are tax-deferred. That means you don’t pay taxes on growth as long...
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Recent Posts

  • March 2021 Newsletter
  • 3 Financial Developments to be Thankful for in 2020
  • October Recap: Markets Stumble but GDP Surges
  • The Problem With Robo-Advisors
  • COVID Economic Update: Fed Chairman Says Recovery Will Take Years
  • Has 2020 Volatility Thrown Your Allocation Out of Whack?
  • Fourth Quarter Preview: What to Expect for the End of 2020
  • September 2020 Newsletter
  • COVID Economic Update: Is a Second Stimulus on the Horizon?
  • Is a resurgence threatening our recovery?
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