8 Opportunities To Look At Now

May 2020

List to Podcast

Today, Rick looks at 8 financial opportunities for you to consider in the current financial climate.

  1. Flexibility in health care accounts, switching members or plans
  2. Moratorium on federal student loan payments through September 30
  3. Refinancing your mortgage with lower rates – what you need to look at to see if it’s right for you.
  4. Cutting back on your distributions if your spending is down.
  5. Tax Loss Harvesting
  6. Roth Conversions
  7. Online Banking – where interest rates can differ
  8. The stock market is on sale!

Also, Rick answers some listener emails.

Got a question for rick? Email him at rick@rickbloomtalksmoney.com

Resources:

Bankrate Website: https://www.bankrate.com/

Bloom Asset Management website: http://www.bloomassetmanagement.com/