June 2020

What’s “normal” anymore? Without a doubt, the past few months have been an ongoing crash course in flexibility – in the way we work, in the way we recreate, even in the way we think. Perhaps consider it a functional exercise in what neuroscientists and psychologists call plasticity, our brain’s ability to change and adapt as a result of experience and learning. Our hope is that the following perspectives can help you reorganize pathways and create new connections, whether you’re re-wiring mentally or financially, in pursuit of the next right step toward your long-term goals.
TOP 10 CARES ACT PROVISIONS YOU NEED TO KNOW ABOUT
The government’s COVID-19 and economic relief package – the CARES Act – covers a lot of ground, from cash payments and tax breaks to special business loans and new rules around retirement accounts. How do you even begin to get a handle on everything in the new law, or at least what’s important to you? Just read our rundown of 10 important CARES Act provisions and their essential features .
6 STEPS TO HELP PROTECT YOUR LOVED ONE FROM FINANCIAL ELDER ABUSE
Times of crisis can bring out the very best in people. They also provide an avenue for scam artists and thieves to take advantage of fear and uncertainty. Seniors are often special targets, and this form of financial elder abuse – and others – can threaten financial security in later life. Learn how to help protect an aging loved one in your life from fraud and financial exploitation more widely.
CHARITABLE GIVING OPPORTUNITIES UNDER THE CARES ACT
To encourage immediate giving to nonprofits, and at a time when it is sorely needed, the CARES Act provides significant tax benefits to taxpayers who undertake this support. Given the law’s intent and the temporary nature of its provisions, read how 2020 may present some compelling, unique and perhaps fleeting opportunities for families to meet important giving and wealth planning goals .
GOT QUESTIONS? ASK BUCKINGHAM
Our strategic partner, Buckingham Strategic Partners, recently produced a series of timely video podcasts providing short, straightforward information for common questions during recent market events. Watch the videos .
THE KEY TO SAVING MORE FOR RETIREMENT: USING YOUR IMAGINATION
COVID-19 is dominating our attention and the news cycle so pervasively in the present moment that it’s hard to think past simply returning to a regular day: a trip to the office, a normal school schedule, a meal out. The notion of retirement may seem even more distant than it did before. Learn how we can transcend our predisposition for the present, build better saving habits, and improve financial outcomes .
Hausman Advisors LLC
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