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Cash Flow COVID Lessons
Original Air Date: April 21st, 2021

Cash Flow COVID Lessons

Category: Financial Planning

Cash flow and what we have learned through COVID?

We learned during COVID how much we can do without.  People who continued to work were in a positions to build up savings. They could pay down debt, build up emergency reserves or increase retirement savings. People who were not fortunate to keep their positions learned the importance of having an emergency reserve and should understand ways to get help such as applying for the Recovery Rebate Credits or eligible unemployment benefits.

May26
Pension Options

Pension Options

Category: Employer Benefits, Retirement

Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA discuss: Pension Options.

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