It is important to start saving for retirement as soon as possible. But once you get to retirement, how can you make your money last? Even in retirement, you will need a financial plan to manage your money and assets. Be sure that plan includes the following:
A Withdrawal Strategy
Determining how much to withdraw from your […]
Congratulations to you on this exciting time in your life. As you look ahead and start managing your own money, here are three tips to get your finances in order:
Aim to save at least 10% of your salary
Yes, 10% sounds like a lot. You do not have to start saving at 10%, but you eventually […]
Have you ever promised yourself you would stick to a budget? Then two weeks later you find that your budget is everything but a budget? Knowing your values and what is most important to you can help. How do you get started?
Name your values and what is most important to you.
Start by framing your […]
With all the blogs and articles about the coronavirus, one can soon get tired of them. Here is a different slant – not about how to clean or redecorate your house – but rather why you should review and clean up your financial records.
When we meet with clients, many times they do not have a […]
Like most people, you likely read the news regularly during ‘normal’ times but have consumed it voraciously during the last several weeks. That practice is not always helpful to one’s psyche; the unrelenting nature of 24/7 pandemic news can leave a person feeling fearful, anxious, exhausted, and stuck. As a needed and timely antidote, we […]
On May 14, 2020, J. Russell George, the Treasury Inspector General for Tax Administration, published seven tips to protect taxpayers against fraud. Millions of Americans have received Economic Impact Payments (“Payments”). These stimulus Payments are a great temptation for thieves and scammers.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act authorizes the IRS to send […]
We have all heard it a hundred times. And it’s true! As we age, we learn from the myriad experiences that have paved the path to where we are and shape who we are now. Every culture has proverbs about the wisdom learned through aging and the respect that should be afforded the seniors in […]
There have been few events as consequential and as universal in their impact on everyday life around the globe as the COVID-19/Coronavirus Pandemic of 2020. At the time of this writing, reported cases of the Coronavirus have just crossed the one million mark1, and it’s estimated that about one-third of the world’s population is under […]
On March 27, 2020, the House and Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Under this massive bill, there will be $1,200 direct payments to individuals. Qualified dependents increase the payments to families by $500 per qualifying child.
There are multiple rules on the direct payments to individuals. The payments by the […]
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Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.
By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.
Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.
By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.
Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.
By clicking the link below you will be leaving the Covenant Trust website. The destination site is operated by a third-party contracted by Covenant Trust to provide account information to our clients. While Covenant Trust works to provide the most accurate and current information, the destination site is ultimately operated and maintained by a third-party, and while Covenant Trust believes the information to be generally reliable, it makes no guarantees as to the accuracy or completeness of the contents of the third-party website. If you notice anything that looks incorrect, please contact Covenant Trust at 800-483-2177.
Covenant Trust works with partners with sound privacy protection policies and practices. No entity is immune from the threat of a data breach, and for that reason, Covenant Trust encourages users to be mindful of that fact when entering data on any website. Finally, Covenant Trust is not liable for any technical or system-related issues arising out of your access to the third-party site.