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Category: Life

October 6, 2020September 29, 2020 by keystonecv

Federal Legislative and Administrative Rules Update

If you received a stimulus check last spring to help cope with the financial effects of the COVID-19 virus on your household, there’s something you should know. Those funds are technically an advance rebate of a special 2020 tax credit. Many taxpayers will be able to reconcile that rebate on their 2020 return to equal… Read More

Life, Medicare, Taxes Leave a comment
September 22, 2020September 15, 2020 by keystonecv

Financial Advising During a Pandemic

The pandemic has been hard on nearly everyone, and it’s particularly difficult for professionals who normally meet with clients in an office setting. Fortunately, financial advisors have been able to adapt to this “new normal.” Our goal is to be our clients’ trusted advisors. Once that relationship is established, we can work with clients by… Read More

Life, Retirement Roadmap Leave a comment
September 15, 2020September 15, 2020 by keystonecv

Employers: Lessons From the Pandemic

We’ve learned a lot about infectious diseases this year, as well as how to adapt our lifestyles in response to a pandemic. It will be interesting to see if and how U.S. businesses adjust their operational models to account for the potential for future pandemics or other catastrophic events. According to the employment-population ratio, nearly… Read More

Economy, Life Leave a comment
July 28, 2020July 28, 2020 by keystonecv

Prospects for the Automotive Sector

Prospects for the Automotive Sector

We take a lot for granted, including the condition of the car that sits in our driveway. During the coronavirus pandemic, those cars have been sitting idle much more than usual. That’s not necessary a bad thing. It means we spend less money on gas and maintenance. Also, our risks of having an auto accident… Read More

Life Leave a comment
July 14, 2020July 8, 2020 by keystonecv

Rerouting Your Summer Vacation

Rerouting Your Summer Vacation

All is not lost. If you planned a multicity tour across Europe or Asia this summer, you’ve probably already rethought those plans. But that doesn’t mean you have to abandon the idea of a vacation altogether. Perhaps a domestic destination, a little ingenuity and a lot of family unity are just what you need. As… Read More

Life Leave a comment
May 21, 2020May 11, 2020 by keystonecv

How to Deal With Financial Stress

How to Deal With Financial Stress in Retirement

A recent survey by the National Endowment for Financial Education found that almost 90% of Americans were feeling anxious about their money situation.1 39% were worried about job security 48% worried about paying bills 28% didn’t know if they could pay their utilities 41% were worried about not having enough emergency savings 23% were worried… Read More

Life Leave a comment
May 19, 2020May 11, 2020 by keystonecv

What Does National Stimulus Relief Mean for You?

What Does National Stimulus Relief Mean to You?

On March 27, 2020, President Donald Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a historic $2 trillion stimulus package designed to provide economic relief to Americans affected by the coronavirus pandemic, which by now includes every single person in the country, not to mention around the world.1 While everyone… Read More

Economy, Life Leave a comment

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