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Roth Planning Opportunities in 2020

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Roth Planning Opportunities in 2020

Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full article

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The Family Board Meeting

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The Family Board Meeting

In this episode of our Wealth and Well-being video series, John Corron, Wealth Advisor at Abaris Financial Group, talks about a book entitled, The Family Board Meeting by Jim Sheils, which helps families reconnect with their children and strengthen family bonds.  

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COVID-19: How to Recalibrate Life in the Midst of Consternation, Chaos & Crisis

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COVID-19: How to Recalibrate Life in the Midst of Consternation, Chaos & Crisis

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RMD Planning in 2020 After the CARES and SECURE Acts

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RMD Planning in 2020 After the CARES and SECURE Acts

Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. Click Here to Watch the Webinar

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Putting Money Into Market

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Putting Money Into Market

In this episode of our Wealth and Well-being video series, John Corron, Wealth Advisor at Abaris Financial Group, talks about putting money to work in the market and working with clients to identify what the best strategy is for their individual situation. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.  

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Janet Rhodes Friedman, Wealth Advisor, shares one of her favorite charities

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Janet Rhodes Friedman, Wealth Advisor, shares one of her favorite charities

Janet Rhodes Friedman, Wealth Advisor at Abaris Financial Group, talks about one of her favorite charities, The Samaritans of Boston, which provides suicide prevention services, workshops, and aid support to individuals who have lost loved ones to suicide. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by CWM, LLC. Check out some of the additional charities Abaris Financial Group supports! – Abaris Financial Group Charitable Board

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Quarterly Market Outlook: Q2 2020

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Quarterly Market Outlook: Q2 2020

Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.

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Retirement Planning in 2020: Making the CARES Act Work for You

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Retirement Planning in 2020: Making the CARES Act Work for You

When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

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What is Life Planning?

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What is Life Planning?

Abbey Henderson, CEO & Wealth Advisor of Abaris Financial Group, talks about life planning, which she uses to help clients clarify what is most important to them, overcome obstacles and implement a plan to achieve their visions. For additional articles, please also see Should My Financial Advisor Also Be a Life Coach? and Setting Financial Goals? Focus on a Life Vision Instead

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The Power of Habit

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The Power of Habit

In this episode of our Wealth and Well-being video series, John Corron, Wealth Advisor at Abaris Financial Group, talks about the power of habit and how a collection of good habits can help you succeed over time in finance, physical health, mental health and more.

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