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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...
COVID Economic Update: Is a Second Stimulus on the Horizon?

COVID Economic Update: Is a Second Stimulus on the Horizon?

by MasterPlan Your Retirement | Sep 1, 2020 | Retirement Income

As the COVID-19 pandemic stretches into its seventh month, leaders in Washington are debating a second stimulus bill. On August 8, President Trump signed executive orders that extended the federal unemployment benefit, but reduced the amount from $600 per week to...
Is a resurgence threatening our recovery?

Is a resurgence threatening our recovery?

by MasterPlan Your Retirement | Aug 25, 2020 | Retirement Income

The United States set a somber record on Thursday, July 16, 2020, with more than 75,000 new COVID-19 cases. In fact, the U.S. set new single-day COVID-19 records 11 times between June 17 and July 16. Dr. Anthony Fauci predicts the country will soon top over 100,000...
Can You Count on Social Security to Fund Your Retirement?

Can You Count on Social Security to Fund Your Retirement?

by MasterPlan Your Retirement | Aug 15, 2020 | Retirement Income

Social Security is a critical piece of the income puzzle for most retirees. In fact, half of married retirees and nearly 70% of unmarried retirees rely on Social Security for more than 50% of their retirement income.1 Your Social Security benefit amount is based on a...
5 Ways to Reduce Your Taxes in Retirement

5 Ways to Reduce Your Taxes in Retirement

by MasterPlan Your Retirement | Aug 5, 2020 | Retirement Income

What are the biggest expenses you’ll face in retirement? Healthcare? Housing? Travel? All of those costs could be significant, but one of the biggest could be taxes. That’s right. Just because you’re done working, doesn’t mean you’re done paying taxes. Many sources of...
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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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