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Paul Deer, CFP®

What You Need to Know About the Coronavirus Stimulus Package

What You Need to Know About the Coronavirus Stimulus Package

Friday March 27th the House passed a substantial stimulus bill aimed at combating the dramatic economic slow down stemming from the coronavirus, and President Trump signed it into law that same afternoon. The CARES Act stands for Coronavirus Aid, Relief, and...
What are the Best States to Retire In?

What are the Best States to Retire In?

Congrats! Your kids are out of the house, your mortgage is paid off, and you’re ready to retire. So now the question is: where should you retire? Stressing about taxes? Download Your FREE Guide: “5 Tax Hacks for Investors” Does it Make Financial...
Weekly Market Digest: Debt-to-GDP Ratio Nears All-Time High

Weekly Market Digest: Debt-to-GDP Ratio Nears All-Time High

Tesla, Apple, Amazon, and Facebook announced strong earnings this week while the Fed announced no changes to the Fed-Funds rate. By keeping the Fed-Funds rate as is, the Fed indicated that the US economy is doing well in some areas, but not well enough for...
When Can You Withdraw From Your 401k Or IRA Penalty Free?

When Can You Withdraw From Your 401k Or IRA Penalty Free?

If you are forced to withdraw funds from your IRA or 401k early, it’s helpful to know the rules and regulations around early withdrawals. 401ks, IRAs and other pre-tax retirement savings accounts are common ways to save for retirement, and millions of...