Momentum Financial & Insurance Svcs. LLC

The tax tsunami is coming! One of the biggest questions we get right now is "how can we reduce taxes in the future?" Do you have a lot of your retirement assets in a tax deferred IRA? Then you need to check this out. Give us a call to get your free tax free income strategy.

The new stimulus plan may have an impact on your finances. The American Rescue Plan Act of 2021 is a $1.9 trillion relief package is designed to help struggling Americans overcome financial hardship. Here’s an overview of several of its most important components that relate to individuals: (read more) https://momentumfsgroup.com//american-rescue-plan-act-of-2

Tax Season 2021: What you Need to Know. https://momentumfsgroup.com//tax-season-2021what-you-need-

2021 is a great time to focus on your retirement savings! Thanks to the power of compound interest, the more you save this upcoming year, the better off you will be later. If you are ready to make more headway on your retirement savings in 2021, keep reading to find out how much you can contribute. https://momentumfsgroup.com//irs-2021-retirement-account-c

What a crazy and unique year 2020 has been. We are thankful for all our blessings, clients and friends. Wishing you all a blessed Thanksgiving time with family and friends.

COVID-19 and Retirement Even though COVID-19 may change your perspective on retiring, planning for your future should still take precedence. As 2020 comes to an end, more and more Americans are contemplating their decision to retire. Others are tapping their retirement savings, while some save more due to the economic fallout and impacts of COVID-19. Read More >>https://momentumfsgroup.com/home/f/covid-19-and-retirement

The Covid-19 market crash was the fastest and deepest market crash since the great depression. Are finished? Will we retrace the same steps again? Some say we are seeing the same indicators again. This is a great time to reevaluate your risk tolerance especially if you are nearing retirement or already retired. Check out our Risk Tolerance calculator here: www.momentumcolor.com https://momentumfsgroup.com//investment-risk-during-and-af

Covid and the 44 Million unemployed Americans - We'll be dealing with this for years. https://momentumfsgroup.com//us-unemployment-problems-for-

Happy Independece day!

Thinking about how to protect your financial assets in rough times ahead? Check out our latest Free Whitepaper "Protecting Your Financial Future". https://bit.ly/306JDbM

Why is the market performance up even when the affects of Covid-19 are still with us? https://momentumfsgroup.com//why-is-stock-market-performan

Crisis Preparation: Safeguarding Your Financial Future Having safeguards in place provides your family with the financial security they need should the unexpected happen. Having safeguards in place provides your family with the financial security they need should the unexpected happen. Here are three items to put into action prior to experiencing a crisis: ... Read More >> https://momentumfsgroup.com//crisis-preparation-safeguardi See more

Happy Mother’s Day to all those special Super Heroes!

7 things not to do with your money in Uncertain Times. 1. Don’t Respond out of fear. Money mistakes can be made during times of uncertainty, and the first battle is fear. Talk to a fiduciary advisor before making any rash decisions. 2. Don’t Focus on what you can’t control. You can control your budget/spending plan and continue to reduce debt if possible. Focus spending on the must-haves, not the nice-to-have. 3. Don’t watch the daily moves of your investment accounts. That’...s going to drive you to sleepless nights. Don’t watch the news or the ups and downs in your investment accounts 24/7, let your advisor do that for you. 4. Don’t cut your giving. Look for opportunities to be generous of your time and give in creative ways. 5. Don’t deviate from your long-term spending plan. If you have a long-term financial plan, stick to the plan, and don’t react out of fear. If you don’ have a plan give us a call and take this opportunity to get a solid long-term plan. 6. Don’t hide from your creditors. Keep an open dialogue with your creditors if you’re having challenges paying your expenses. Be humble and honorable. (the Cares Act provides for Mortgage forbearance and pushing back credit card payments) 7. Don’t forget to take the time to care for yourself. You’re no good to anyone if you’re not in a good place to serve. See more

Coronavirus has essentially shut down the American economy, leaving millions of Americans with no jobs and causing lots of volatility in the stock market. Almost everyone, during these troubled times, is coping with unprecedented financial stress, which can be bad for your health. Click on Article to read more..

Don't buy the Medicare Advantage Joe Namath is pushing Until you Read this Article. https://momentumfsgroup.com//should-you-buy-a-medicare-pla

IRS Extends 2020 Tax Payment Deadline to July 15 - Coronavirus Response Taxpayers and businesses will have until July 15, 2020 to pay their taxes this year without penalty.