August 2020

Advisor Snapshot

Welcome to our updated newsletter. We hope you will find it helpful with upcoming events, market updates, and a bit of news from the advisor team. We want this newsletter to be valuable for you so please, please share your feedback and suggestions to help us improve.

Each newsletter will also be on our website and articles will be available via our Facebook and Linkedin pages, so please follow us.

Watch our Complimentary Seminar: Understanding Medicare 2020

In today’s world, it is never too early to start thinking about your health coverage. Waiting to enroll may result in paying a penalty or result in a coverage gap. Munn & Morris Financial Advisors is here to help. You are cordially invited to a complimentary virtual presentation “Understanding Medicare” where we will discuss: What …

Watch our Complimentary Seminar: Understanding Medicare 2020

In today’s world, it is never too early to start thinking about your health coverage. Waiting to enroll may result in paying a penalty or result in a coverage gap. Munn & Morris Financial Advisors is here to help. You are cordially invited to a complimentary virtual presentation “Understanding Medicare” where we will discuss: What …

How to Talk Finances with Your Parents

There comes a time when even the most independent of parents will need to start relying on their children, especially when it comes to money. but control is a big deal — no one likes to give it up, especially those who have been taking care of themselves for decades. Sometimes the best route to …

More To Keep You Financially Fit

Watch our Complimentary Seminar: Understanding Medicare 2020

In today’s world, it is never too early to start thinking about your health coverage. Waiting to enroll may result in paying a penalty or result in a coverage gap. Munn & Morris Financial Advisors is here to help. You are cordially invited to a complimentary virtual presentation “Understanding Medicare” where we will discuss: What …

How to Talk Finances with Your Parents

There comes a time when even the most independent of parents will need to start relying on their children, especially when it comes to money. but control is a big deal — no one likes to give it up, especially those who have been taking care of themselves for decades. Sometimes the best route to …

The Impact of COVID-19 on Estate Planning

Excerpts and content provided by Sol S. Reifer, JD, LL.M-Estate Planning, Accredited Estate Planner The rapidly evolving coronavirus (COVID-19) crisis is creating several unique estate planning and legal challenges around the world, particularly given the volatility of the financial markets. It also creates some innovative opportunities in wealth planning. You may wish to consider the following …

4 Steps to Boost Financial Confidence

Below are four simple suggestions that can help you increase your financial confidence. Get organized: Not too long ago, it didn’t take much work to organize your finances. Unless you were very wealthy, money matters were fairly straightforward. You could easily store all your financial information in a single accordion file. Today, things are more …

The Basics of The SECURE Act

Signed into law by President Trump on December 20, 2019, the “Setting Every Community Up for Retirement Enhancement Act”, also known as the Secure Act, is intended to increase access to tax-advantaged retirement accounts, helping older Americans in retirement and encouraging employers to offer 401(k) plans. The new act, which went into effect on January …

Sufficient Funds for Your Entire Retirement

When you’re young, the idea of retirement is shrouded in idle thoughts of what you’ll do when you don’t have to work anymore. But while those fast approaching retirement may have a clearer view of what is to come, in some ways, they are just as unaware of what is really in store for them …

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