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Jeffrey Schriner

Financial Advisor

 

Abound Investment Services

Located at Abound Credit Union

1650 Ring Road, Elizabethtown, KY 42701

 

Phone:  270-765-8659

Cell:      502-376-0383

 

 

Email: jeffrey.schriner@cunamutual.com

Website: AboundCU.com

Summer 2020

The New SECURE Act and You

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect this year, created significant changes to retirement savings rules. From later required minimum distributions (RMDs) of IRAs and 401(k)s to accelerated distributions of inherited IRAs, the SECURE Act affects nearly everyone.

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Payroll Tax Credit Eligibility

The CARES Act’s new Employee Retention Credit is an alternative for those who did not receive a loan through the Paycheck Protection Program (PPP). The tax credit does not have a limit on the size of your business

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With Time on Your Side

Millennials face challenging financial obstacles, including high student loan debt and difficult entry into an expensive real estate market. But they have one advantage that older generations never have: Time is on their side. If you’re a Millennial consider how, even with other financial obligations, you can find the money needed for long-term financial goals.

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CARES Act Retirement Plan Changes

The Coronavirus Aid, Relief, and Economic Security (CARES) Act offers relief to individuals with some major changes to retirement plans in the near-term. These temporary new rules apply to both current retirees and those saving for future retirements.

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How to Develop Healthy Spending Habits

Developing and maintaining healthy spending habits seems easy in theory but prove harder in practice. From the time we earn that first paycheck to receipt of our first retirement check, financial goals change, but smart spending habits hold true. Consider practicing these habits through the times of your life:

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Open Enrollment Strategy for a Changing Workforce

Each summer, businesses across the country plan for open enrollment. Often, they’ll look at their employee benefit offerings to see how they may improve them to benefit both their firms and employees. This is becoming a more important exercise as Baby Boomers give way to Millennials and Gen Z staff who have different ideas about what they want in benefits. Here’s a look at what benefits younger employees may value:

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Should You Refinance Your Mortgage?

Refinancing your mortgage could result in a lower monthly payment, especially with interest rates at a near historic low. Here’s what to consider before you decide:

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Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution. Abound Credit Union and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

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