36 min
CARES Act - Personal Planning Tips with Susie Boretti, Glenn Frank & James Hastings Between the Head and the Heart
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- Investing
Today's episode is a different and special episode where we post the sound of a Webinar we hosted about how the CARES Act might impact your financial plan. We were joined by Susie Boretti, Glenn Frank & James Hastings from LWM and discussed a few of important things to consider in both the "Accumulator" phase and the "Deaccumulator" of phase life as it relates to the CARES Act.
If you have any questions after listening to this episode, feel free to reach out to us at info@lexingtonwealth.com and we will respond directly to your questions. Thank you for listening to this unique episode.
Subscribe to our podcast to get similar interviews in the coming weeks where we will be hearing from more leaders in our society, industry, and networks.
This series of episodes is intended to bring you the personal side of those professionals working 24/7 during this crisis and often don't get to share their day to day. We thought we could shed some light on that.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Today's episode is a different and special episode where we post the sound of a Webinar we hosted about how the CARES Act might impact your financial plan. We were joined by Susie Boretti, Glenn Frank & James Hastings from LWM and discussed a few of important things to consider in both the "Accumulator" phase and the "Deaccumulator" of phase life as it relates to the CARES Act.
If you have any questions after listening to this episode, feel free to reach out to us at info@lexingtonwealth.com and we will respond directly to your questions. Thank you for listening to this unique episode.
Subscribe to our podcast to get similar interviews in the coming weeks where we will be hearing from more leaders in our society, industry, and networks.
This series of episodes is intended to bring you the personal side of those professionals working 24/7 during this crisis and often don't get to share their day to day. We thought we could shed some light on that.
Tax Disclaimer:
HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.
General Disclaimer:
Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
36 min