Today, Rick looks at 8 financial opportunities for you to consider in the current financial climate.
- Flexibility in health care accounts, switching members or plans
- Moratorium on federal student loan payments through September 30
- Refinancing your mortgage with lower rates – what you need to look at to see if it’s right for you.
- Cutting back on your distributions if your spending is down.
- Tax Loss Harvesting
- Roth Conversions
- Online Banking – where interest rates can differ
- The stock market is on sale!
Also, Rick answers some listener emails.
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Bankrate Website: https://www.bankrate.com/
Bloom Asset Management website: http://www.bloomassetmanagement.com/