Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and … [Read more...]
What Is Fiduciary Advice, and Why Does It Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals: “There’s no confusion in the … [Read more...]
CARES Act Relief for Small Business Owners
The expansive coronavirus-related stimulus package signed into law last week — the CARES Act — has in it several measures of relief for small business owners, ranging from various loan programs to tax … [Read more...]
Success That Lasts — Episode 6: Bridging the Identity Gap
Adversity is an inevitable part of life. Legendary football coach Lou Holtz has said, "Adversity is another way to measure the greatness of individuals. I've never had a crisis that didn't make me … [Read more...]
You, Your Investments, and the Coronavirus
What is the prudent investor response to the uncertainty of a rapidly expanding overseas health crisis? Financial prognosticators are implying the Coronavirus could create economic headwinds that … [Read more...]
The SECURE Act: What You Need to Know
Originally posted January 3, 2020 on the Delapcpa.com blog. You may have missed the news — buried in a much bigger federal spending bill and passed in the thick of the holiday season — but after … [Read more...]
16 Things You Can Do to Prepare for the Next Recession
"There is only one way to happiness and that is to cease worrying about things which are beyond the power of our will." – Seneca We're in the midst of the longest U.S. economic expansion in … [Read more...]
Protecting What’s Yours
There are many ways you can end up unavailable to make critical financial or healthcare choices for yourself or your loved ones. If you haven't documented your desires in advance, the outcomes may not … [Read more...]
Money Management Lingo
Here at Delap Wealth Advisory, we are always striving to help our clients feel powerful and knowledgeable when it comes to their finances. Often, we take for granted that everyone knows what a … [Read more...]