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So far Joy Zaykoski has created 54 blog entries.

2020 Q1 Investment Perspectives

Andrà tutto bene. It is an expression being used increasingly across Italian social media amidst the severe COVID-19 breakout in that country. Translated, it means “everything is going to be all right.”  It’s a message of hope, a message of strength, and a message of looking ahead to better days.

2020-04-13T17:35:48+00:00Our Take on the Market|

The Silver Lining: Opportunities and Planning Ideas During a Market Downturn

During periods of high market volatility, short-term negative impact to your investment portfolio can be unnerving, but there are also some planning opportunities that could allow you to take advantage of the situation and do not require you to make significant sacrifices in your investment portfolio. Here are some Silver Lining/planning strategies to consider.

2020-04-08T22:28:23+00:00COVID-19, Good to Know|

CARES Act FAQ: Tax and Financial Relief for Individuals

The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on Friday March 27, 2020. This piece of legislation is the third round of federal support in the wake of the COVID-19 outbreak in the U.S. It builds off the previous two bills passed to provide more support to individuals and businesses, including changes to tax policy. This is an aggressive action on the part of our government to aid in the challenges our economy faces. Additional measures are expected over time to continue to build on these supports.

2020-04-08T22:21:39+00:00COVID-19, Good to Know|

Taxing Social Security: A Quick Guide to the Rules

Whether you’re close to retirement or already there, there are things you may already know about receiving Social Security. You may know that, in most cases, you will need to be at least 62 before you can start collecting. Sounds simple enough. But there are other rules regarding Social Security benefits, especially when it comes to taxation, that are more complex and often confusing.

2020-03-25T18:26:12+00:00Good to Know|
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