Tax-Loss Harvesting Opportunity

Recent Sell off Presents Tax-Loss Harvesting Opportunity The first quarter was not kind to the financial markets, but the good news is it presents an opportunity for tax loss harvesting. In a perfect world all investments go up, but in reality, if you own a...

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8 Work From Home Tips

1. Stay in RoutineContinue to wake up on time and stick to your regular routine as best you can. Every morning before work you can take the dog for a walk or do a workout. Try to maintain these routines as best you can while working at home.  2. Get Dressed Do not...

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Taking Social Security Early

It may be tempting to take your Social Security at age 62. Your life expectancy, income needs, and spousal benefit are three keys factors that play a role in the decision to claim your benefits. Guaranteed monthly income is great to have but claiming your benefits too...

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CARES Act Summary

CARES Act Summary

This post covers some of the most common provisions in the bill. For more information check out the full bill here. If you have a question on a specific situation please email me at george@pmgwealth.com. 1. Tax Rebate The government will be direct deposit money into...

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Risk Happens Fast

Risk Happens Fast

Back in December I posted 20 Risks to the market in 2020 on LinkedIn and I said that back to back decades without a recession is unlikely. The risk of Coronavirus was not on that list. My point is risk can come from unexpected places at any time. It is not the first...

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Coronavirus Update Letter – March 16, 2020

Hello Everyone. Having gone thru the last 2 major Bear Markets (2000-02, and 2008-09) here are some thoughts for today and items at the end to make sure we are connected. First stay calm and don't forget to breathe. This market drop was quicker in terms of time. To me...

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Where to Start Investing? (Age 35 and under)

Emergency Savings (not an investment account but should have prior to investing) Roth IRA 401k or Company Retirement Plan Managing your money at a young age can be intimidating so hopefully this breakdown can help. 1. Emergency Savings This sounds boring but it is the...

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Plan to Rise Above™

Welcome to the Plan to Rise Above™ Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.

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