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newsletter february 2020

Newsletter – February 2020

Every year, heart disease accounts for 1 in 4 deaths, making it the leading cause of death for both men and women. This month, we wanted to talk about some of the things that you can do to lower your risk of developing a heart disease. Even small changes to your daily routine can make a significant impact on your long-term heart health. A healthy lifestyle is one of the best weapons to pro­tect against heart disease. Studies show that just 30 minutes of activity a day can help improve your heart health.
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secure act and small business owners

SECURE Act and Small Business Owners

The new Setting Every Community Up for Retirement Enhancement (SECURE) Act might make it easier for small business owners to offer retirement plans. For many people, their work is the main place to find retirement savings tools and access retirement plans. The SECURE Act has been one of the largest overhauls of the United States retirement system in many years. The new legislation might make it easier for small business owners financial incentives to offer employees a plan.
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Benefits of SECURE Act

Benefits of SECURE Act for Retirement Savers

Due to life expectancies increasing, some are choosing to continue to work longer. These two changes brought by the SECURE Act could be beneficial to those people. The Setting Every Community Up for Retirement Enhancement (SECURE) Act has been one of the largest overhauls of the retirement system in the U.S. in decades. Before the SECURE Act, savers were not allowed to make contributions to their Traditional IRA once they turned 70 ½. For those who retired before 70 ½, this rule might not have been as restrictive because they were no longer earning income.
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How Secure Act Affects RMDs

How SECURE Act Affects RMDs

The Secure Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It includes reforms to increase access to plans in the workplace and expand retirement savings. This legislation includes changes that can affect defined contribution plans, defined benefit plans, individual retirement accounts and 529 plans. The Secure Act went in to effect on January 1, 2020. It changed the Required Minimum Distribution (RMD) requirements for inherited accounts and increased the age that you are required to start taking your RMD.
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jason weaver forbes 2020

Jason Weaver Recognized in Forbes Best-In-State Wealth Advisors 2020

Jason co-founded Weaver Consulting Group based on a realization that advice is everywhere. Jason believes clients want a consultant that offers unbiased and personalized advice from someone who cares about them and their family. Formerly of Ameriprise Financial Advisers, Jason devoted 20 years developing a thriving practice.
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january 2020 - 3 in 3

January 2020 – 3 in 3

This month, Jason Weaver discusses the election year, geopolitical risks and real estate. During an election year, the stock market typically rises no matter which party is in office.
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December 2019 – 3 in 3

This month, Jason Weaver discusses market sentiment, valuation measures and international valuations. Stock market returns are highly correlated to corporate earnings. However, high profits do not necessarily mean a high stock price. And big losses do not always lead to a low stock price. The stock market can outpace earnings if it expects future earnings to grow.
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november 2019 - 3 in 3

November 2019 – 3 in 3

This month, Jason Weaver discusses U.S. and China trade dispute, tariff impact and business and consumer spending. In 2018, President Trump started imposing tariffs on China. The goal was to right some of the "unfair trade practices" such as growing trade deficit, theft of intellectual property and forced transfer of American technology in China.
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newsletter november 2019

Newsletter November 2019

Millions of Americans live with, or their lives are impacted, by loved ones with mental health issues. In fact, nearly one in five U.S. adults live with a mental illness. These include different conditions that vary in degree of severity. The most common mental health issues are depression, anxiety, eating disorders, substance abuse and attention defecit disorder (ADD).
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fall client appreciation october 2019

Fall Client Appreciation October 2019

fall client appreciation october 2019

Thank you to everyone who … READ MORE

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