Michael Joyce Offers Insights on the Next Economic Downturn

Michael Joyce spoke with Virginia Business about navigating the next recession. He warns against trying to time the market and suggests focusing on long-term goals and objectives. He recommends being less agressive investment-wise and suggests pruning positions that are pretty fully valued now and looking for high quality investments.

Sarah Caine Explains Why Meeting Medicare Deadlines Is Important

In this interview for Financial Planning magazine on navigating the Medicare maze, Sarah Caine shares valuable healthcare planning insights. Sarah reminds us that missing Medicare deadlines can result in losing certain rights, such as Medigap’s guaranteed issue right, which requires insurance companies to offer certain policies – even for those with pre-existing conditions.

Michael Joyce Makes Recommendations Regarding Sudden Wealth Events

For those lucky enough to experience a sudden wealth event such as selling a business, gaining access to deferred compensation or receiving a large stock award, Michael Joyce shares his best financial planning advice in a recent article for Lehigh Valley Business. Michael suggests ideas for structuring the sale of the business and organizing one’s financial world appropriately before receiving executive awards so as to reduce taxes owed.

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