3 financial steps to take before the next COVID-19 downturn

Megan Gorman •
Forbes

Americans are exhausted after almost five months of the Covid-19 pandemic. Their lives have been turned upside down and this includes their finances as well. Even though this has been a long journey, there is still a long way to go until we return to a more normal world. A recent Bankrate survey found 76% of adults are

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No one is immune to a financial disaster, but everyone can be smart about what comes next

Tanza Loudenback •
Business Insider
Fabio Principe

Money is everywhere. You might earn, spend, and invest money all in the same day without uttering a word about cents or dollars. And yet, too many Americans are quick to forgo a financial plan. Some say they don’t have enough wealth or time for one. If you have goals that require money to achieve

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I’m a financial planner, and there are 3 ways my advice to clients has changed during COVID-19

Sharif Muhammad •
Business Insider
Feverpitched

As the COVID-19 virus raged through the northeast US in March, I received numerous calls from concerned clients pleading for information and guidance. Questions like, “Should I get out of the market?”, “Which bills should I prioritize?” and “Should I pay the rent/mortgage?”  As we discussed these and other issues, I realized that we were

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Social Security and recessions: Study shows how COVID-19 may impact your benefits

Kristin McKenna •
Forbes
Zinkevych

It was already projected that Social Security would begin to tap its trust fund to pay for benefits starting in 2020. That was before the coronavirus. How will a recession impact the funding of future Social Security benefits? The COVID-19 pandemic has affected every aspect of our daily life, and the Social Security trust fund

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Our financial adviser taught us a 3-step strategy for managing our money that’s keeping us afloat during COVID-19

Ashley Abramson •
Business Insider
Portrait of laughing couple embracing

Before my husband and I started working with our financial adviser at the beginning of 2020, we didn’t have much of a plan for our money. We made sure our bills were paid each month and our credit wasn’t terrible, but beyond that, there was no strategy.  So while we technically had what we needed

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