2020 press mentions

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As unemployment claims skyrocket, Americans facing joblessness are rejiggering their personal finances, including what to do with their employer-sponsored retirement accounts.

While conventional wisdom says that people shouldn’t touch their retirement savings and instead let it grow over the long term, that calculus changes when faced with an immediate financial... Read more


The coronavirus relief package that was signed into law last week included relaxed rules for taking money out of your retirement account. But while the option now exists for those who need the financial lifeline, there are several considerations to keep in mind before you start moving money around.

First, let’s look at the changes.

Early withdrawal rules for... Read more

Being a woman entrepreneur can have its own unique set of challenges. In the U.S., the number of women-owned businesses increased 21% to a total of nearly 13 million between 2014 and 2019, and in those five years, the annual growth rate in the number of women-owned firms was more than double that of all businesses. Despite this, many of them do not have equal access to... Read more


If the coronavirus outbreak has got you asking yourself whether it’s finally time to make a will, you’re not alone. (It’s that combination of “time on your hands” and “time to think seriously about what might happen to your loved ones in a worst-case scenario” thing.)

Unfortunately, the act of making a will isn’t enough. You also need to ensure your will is legally... Read more


What’s more stressful than the first conversation you ever have with your significant other about money? The moment when you realize it’s just not working out.

You weren’t married, but you might as well been. You shared rent, utilities, maybe a bank account. If you didn’t live together, you shared a family phone plan, or at least a Netflix account. At any rate, it’s... Read more


Today, California Assembly Bill 5 (referred to as AB5) goes into effect.

Authored by Assemblywoman Lorena Gonzalez and signed into law by Governor Gavin Newsom in September, the bill's main purpose is to require California employers to adhere to a stricter definition of "independent contractor."

As a result, countless companies will likely have to reclassify... Read more

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