2 episodi

Real-world conversations about personal financial topics. Inspired by the fact that financial planning, investing, insurance, retirement, buying a house, having a child, work benefits, or any other situation that involves your money are all scary topics. This podcast aims to demystify those topics.

Personal Finance Matters Personal Finance Matters

    • Investimenti

Real-world conversations about personal financial topics. Inspired by the fact that financial planning, investing, insurance, retirement, buying a house, having a child, work benefits, or any other situation that involves your money are all scary topics. This podcast aims to demystify those topics.

    CARES Act - 5 Key Items Everyone Should Know

    CARES Act - 5 Key Items Everyone Should Know

    In response to the COVID-19 global pandemic, the US Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion emergency fiscal stimulus package, in order to help ease the damaging effects it has had on the economy. The President signed it into law March 27th, 2020.
    Here are the five items of the bill I see most important to the everyday person and my clients:
    1) Recovery rebates directly to individuals
    2) Coronoavirus related distributions from IRA's and retirement plans
    3) Required Minimum Distributions waived for 2020
    4) Student loans deferred 
    5) Bumped up Unemployment Compensation 
    To download a summary PDF of this information visit: https://turowskihitchcock.com/resources
    Source: Coronavirus Aid, Relief, and Economic Security Act
    https://www.congress.gov/116/bills/s3548/BILLS-116s3548is.pdf
     
    Ryan Hitchcock
    Financial Planner
     
    Direct: 414-253-4611
    rhitchcock@highpointcaptialgroup.com
    Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results.  Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. 
    1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
     

    • 10 min
    Intro - What To Expect From This Podcast

    Intro - What To Expect From This Podcast

    Real-world conversations about personal financial topics.  Inspired by the fact that financial planning, investing, insurance, retirement, buying a house, having a child, work benefits, or any other situation that involves your money are all scary topics.  This podcast aims to demystify those topics.

    • 3 min

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