20 Fun, Free Online Activities 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...
IRS Tax Deadline Changes
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...
When Will Mortgage Rates Drop?
So, the Federal Reserve Bank lowered interest rates to a range of 0% to 0.25%. Why aren’t mortgage rates following? Well, time to dust off that old college economics book. Let's answer that by following the chain of economic reactions to the Fed’s actions and...
You’ve Maxed Out Your Retirement Contribution. Now What?
Many investors who are able to save a lot of money max out their 401(k) contributions and want to know where the rest of their savings should be invested. Unfortunately, there comes a time when you will have maxed out all your tax-deferred savings! At that point the...
Why You Should Sit on the Board of Directors of a Company
As a member of a Board of Directors, you are responsible at a high level for the activities of the organization, whether it’s a nonprofit or corporation. You’re not concerned with the nitty-gritty details, because the officers of the organization handle those. The...
Making a Charitable Impact
As you can tell by looking at our bios, we at Platt WM like to get involved in charitable organizations! There are a number of ways to have an impact with your giving.Impact of Tax Cuts & Jobs Act (TCJA) on charitable giving Previously, individuals who donated to...
Will the Stock Market Survive the Coronavirus?
Rising fears over the continued spread of the coronavirus have led to a sharp stock market decline as investors grapple with its impact on the global economy. On Monday, March 9, in reaction to news of the virus spread and the recent oil shock, Standard & Poor’s...
How to Find Credible Financial Information Online
Many clients enjoy looking up news and information about personal finance online, even when they have a financial advisor. Educating yourself is great! However, not all sites are equal. Some have false information, and others are simply designed to sell you something....
3 Common Investor Mistakes During Election Years
Investing during an election year can be tough on the nerves. 2020 promises to be no different. Politics can bring out strong emotions and biases. Investors would be wise to put these aside when making investment decisions. Benjamin Graham, the father of value...
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