Messenger RNA Technology a Silver Lining

Rays of sunlight from a cloud showing the messenger RNA as a silver lining

Many of us have been in lockdown for more than a year. We’ve canceled vacations, restaurant visits, and in-person schooling. More than 500,000 of our loved ones across the country have passed away. Is there a COVID pandemic silver lining? It turns out there is. The messenger RNA immunization technology developed for the Moderna and […]

Operating in a Covid 19 Summer

cartoon of masks and handsanitizer to show how to operate in a Covid 19 summer

We at Platt Wealth Management hope that you enjoyed a safe and sane Fourth of July weekend. The dog days of summer are indeed upon us, and we thought it might be a good time to address some of the uncertainty that many of our clients and others are experiencing.   Summer in the time […]

Staying Productive While Working From Home

Financial advisor in suit works from home.

With so many people working remotely, being productive can sometimes be a challenge. Creating an office-like environment is a good start. Try to separate your business space from your personal space as much as you can. Read on for more tips on productivity while you’re working at home. Old Schedule or New Schedule?   There […]

The CARES Act Required Minimum Distribution Updates

CARES Act Required Minimum Distribution Updates

The CARES Act has suspended Required Minimum Distributions (RMD) for 2020. This update applies to qualified retirement accounts, IRAs, and inherited IRAs. If you have already taken a distribution and you don’t need the money, you may be able to undo your distribution if you meet two rules:   Distributions must be rolled back into […]

Find Out How The CARES Act Affects You

The capitol dome and american flag representing the passage of the CARES Act

What is the CARES Act?   The CARES Act is a 2 trillion-dollar coronavirus economic stimulus bill signed into law on March 27, 2020. It is designed to offer relief for businesses, families, and individuals who have been negatively impacted by COVID-19. From direct payments to unemployment to student loan relief and more, the bill […]

U.S. Posts Record Layoffs

Closed sign on restaurant showing record unemployment rates

A business financial advisor can help you avoid costly mistakes and maximize your business returns. We send our best wishes to you, your family, and friends during these difficult times. We are all in this struggle together and we have to support one another. It’s important to be vigilant when it comes to practicing good […]

Why You Need to Clean Out Your Computer Regularly

a cartoon man dusting and cleaning out a super sized computer

Depending on how you feel about technology, your computer may or may not spark joy, as Marie Kondo would have it. However, it’s important to clean out your computer from time to time. Just as you clean out your closets and do a spring cleaning. What parts of the computer should be cleaned? Both the […]

20 Fun, Free Online Activities at Home

Older couple enjoying free activities online at home.

You’re already washing your hands and staying home. As we deal with the reality of our new normal, here are some resources for staying occupied while staying home. Please let us know if you have any cool resources to add to our list.     Stay Connected Coordinate with friends and family members to shares […]

IRS Tax Deadline Changes

A happy family delaying their tax bill online

Recently announced IRS changes.   In response to the pandemic, the IRS moved the federal income tax filing deadline back three months from April 15 to July 15. The July 15 deadline applies to: Filing income tax returns Payment of income taxes due Payment of estimated taxes due for the first quarter of 2020 Funding […]

What is the SECURE Act?

SECURE Act Brings Big Changes to Retirement Account Rules     President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law on December 20th, 2019. It becomes effective as of January 1, 2020. It brings sweeping changes, including a later starting age for Required Minimum Distributions, more opportunities for contributing to IRAs, and […]