Managing A “Use It or Lose It” Account in Year You Couldn’t Use It

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It

Families had no way of knowing during the benefit enrollment period last year what 2020 would bring.  Those who chose to automatically save pre-tax money from their paychecks in a Dependent Care Flexible Spending Account (DCFSA) did so assuming that their childcare expenses would mimic previous years’ routines. This year has been anything but routine. …

Managing A “Use It or Lose It” Account in Year You Couldn’t Use It Read More »

Accelerate giving image

Now is the perfect time to accelerate generous giving

As if a worldwide pandemic and subsequent recession isn’t difficult enough, the additional peak of a major cultural crisis now has us all searching for ways to best make a difference in this nation.   Affluent investors who want to accelerate their generous giving in response to current events have new incentives to do so, thanks …

Now is the perfect time to accelerate generous giving Read More »

Columbus Budros, Ruhlin & Roe website design and build

Your future self says, “Don’t panic, this is temporary.”

School closings, travel restrictions, grocery store supply issues and much more time spent at home have increased uncertainty, which sparked some dramatic market volatility. We’ve seen multiple days of negative market returns over the past few weeks and as much as we’d like to pinpoint when the volatility will subside, the reality is that no …

Your future self says, “Don’t panic, this is temporary.” Read More »

Columbus Budros, Ruhlin & Roe website design and build

Financial Deadlines that Affluent Widows Can’t Afford to Miss

Losing a spouse is undoubtedly one of the most difficult periods of someone’s life.  Widows should allow themselves time to heal emotionally from the loss, to then be in a better place to make major investment decisions.  However, there are a few investment scenarios that have time-sensitive deadlines within the first nine months of the …

Financial Deadlines that Affluent Widows Can’t Afford to Miss Read More »

Scroll to Top