Author Archives: Brian Loy

About Brian Loy

Brian Loy writes insightful and inspiring articles about the ever-changing world of personal finance and the global trends that affect the risk and return on investments and shape the financial- and retirement-planning process.

Common Financial Questions Amid Coronavirus

Life’s a roller coaster and periodically, events occur that disrupt everyday life, business and markets – and it’s advisable to get help in navigating them. COVID-19 (Coronavirus) continues to spread and its impacts are significant. Aggressive efforts are underway to … Continue reading

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Should I Revisit My Investment Portfolio Amid the Coronavirus Pandemic?

The Coronavirus pandemic is a main topic of conversation whether you’re at work, with friends or at a family dinner. And while there’s plenty of speculation of how it began or when it will stop, there are concerns of deceleration … Continue reading

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6 Smart Ways to Make the Best Use of Your Tax Refund

When tax season comes around – one of the most common questions on a taxpayers’ mind is whether they’ll get a tax refund or owe the Internal Revenue Service (IRS) money. This year, the IRS expects around 150 million individual … Continue reading

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The SECURE Act – Planning Opportunities for Your Retirement

Tax legislation affecting retirement savings happens about every ten years, but how effective are they in getting people to better prepare for their future? The new Setting Every Community Up for Retirement Enhancement (SECURE) Act was designed to expand options … Continue reading

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The Top Three Financial Pursuits for 2020

How will your finances change for you this year? There are many paths you can take to reach the peak of your financial goals. A common area of discussion with our clients is managing and living with uncertainty. Financially and … Continue reading

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Financial Resolutions for 2020

The majority of Americans are setting financial resolutions now. According to a survey by Fidelity Investments, the most popular resolutions are saving more money (53 percent of respondents), paying down debt (51 percent) and spending less (35 percent). Whether you … Continue reading

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Financial New Year’s Resolutions for 2020

The tradition of making New Year’s resolutions originated with the ancient Babylonians about 4,000 years ago. Promises were made to their gods to pay debts and return all borrowed objects. If these promises were kept, they believed their gods would … Continue reading

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Year-End Financial Review: How to Avoid Financial Complacency

It’s that time of the year again, and while you may have had a strong financial year, don’t fall into the financial complacency trap. The U.S. stock market is up with the S&P 500 and Wilshire 5000 recently posting their … Continue reading

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The Season of Charitable Giving

The year is almost over, and it’s time to make a few important decisions before 2020 begins. According to Cerulli Associates, a research firm that specializes in global asset management, a significant wealth transfer is expected to occur over the … Continue reading

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Everything You Need to Know About Medicare

Retirement can spur more life satisfaction, relaxation, freedom, free time and travel opportunities. In retirement, however, health often replaces money as the number one priority. As we age, healthcare becomes more expensive, and it’s important to have the right plan … Continue reading

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