Eclectic Associates

See how a financial advisor can help you prioritize goals and put plans into action. https://www.eclecticassociates.com//what-to-do-when-you-ha

Below we discuss 529 Plan refunds, rollovers, and reimbursements during a shift to online learning. https://www.eclecticassociates.com//529-college-savings-pl

In our September article, we take a look at how to make decisions regarding your Social Security benefit. https://www.eclecticassociates.com//when-should-i-apply-fo

Risk and Return - two words that are foundational in the world of finance, but without any additional context they can be difficult concepts to grasp. https://www.eclecticassociates.com/blog/risk-and-return

See what our advisors have to say about the recent CARES Act in our latest article. https://www.eclecticassociates.com//the-cares-act-and-requ

Here's how an independent advisor differs from the rest: https://bit.ly/2UjuGji

Do presidential election years affect the stock market? https://bit.ly/2vQulv4

Some points to consider when deciding how much money to leave your children: https://bit.ly/32BR7CQ

Steps to help you feel confident about your retirement: https://bit.ly/31OE6VW

The IRS announced key tax numbers for 2020. Here what you need to know about federal tax changes. https://bit.ly/37m0Vm2

The DROP program can significantly boost retirement savings in the last five years of active employment. https://bit.ly/2NzFtSx

Here’s a rundown of what the SECURE Act could mean for your retirement. https://bit.ly/2N9GHUj

Top considerations to help you decide whether to hire a financial advisor or do it yourself. https://bit.ly/2EtlfoH