COVID-19

MYTH : Trump’s Social Security Tax Holiday Will Help Employers and Their Employees

5 Comments / coronavirus, COVID-19, financial fraud, financial myths, greed, politics, scam, social security, taxpayer, Trump

Well, this is a solid myth, that’s for sure.  Smart and ethical CPAs are recommending that their clients not just walk, but sprint away from the Memorandum Deferring Payroll Tax Obligation.  Let me preface this by declaring that I’m not an attorney and that all of this is my opinion.  But I can read and […]

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6 Financial Steps You Should Consider NOW

Leave a Comment / bubble, budget act, coronavirus, COVID-19, Duell Wealth Preservation, DWP, fiduciary financial adviser, investing, market correction, recession tips, retirement planning, risk management, Stimulus Package

Would you like to know why I’ve gotten zerofreaked-out calls or emails from my clients because of the coronavirus, political upheaval or [insert your own freak-out factor]?  It’s because we’ve already tested even worse scenarios (like the 2001-2003 recession) in their written retirement financial plans and they know they will be OK.  However, that doesn’t

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