A Look Back and a Look Ahead The year 2020 presented us with unique challenges. Never has a singular event had such wide-ranging repercussions as the Covid pandemic. It has touched nearly every area of our lives: schooling, socializing, family gatherings, travel, and more. And the restraints from… Read More »Review of 2020 and Financial Resolutions for 2021
It’s been a tough year for many in 2020, but it’s not over yet. There is still time to take care of financial planning moves before year-end, which are covered in this month’s newsletter. We also have a short recap of the markets through November. The planning moves… Read More »Checklist for Year-End Planning and YTD Market Recap
This timely video came to me courtesy of Dimensional Fund Advisors. This is great to look at as we approach one of the more contentious elections in recent US history: https://www.mydimensional.com/how-much-impact-does-the-president-have-on-stocks-data-vid
This issue covers: Recap of the First Quarter’s Market Events Economic Repercussions Road to Recovery Portfolio Impact Financial Actions to Take Social Distance Yourself from Covid-19 Scams How to Spend Your Stimulus Check Closing Thoughts Recap of First Quarter Markets What can one say about the first quarter… Read More »Kulig Financial Perspectives April 2020
We were pleased to recently be quoted on a topic impacting so many families today, which is helping parents with finances as they age. I’ve shared thoughts in newsletters and blogs on the journey I’ve had with my mother in caretaking, and many of you have shared your… Read More »Next Avenue Quotes Nola Kulig on Helping Aging Parents with Finances
I trust everyone had a wonderful holiday season. Whether you reached your personal goals last year, faced challenges, or are looking for a 2020 reboot, a new year and a new decade bring challenges and opportunities. This month, I want to review the year that just ended and… Read More »Markets in 2019 and Looking Ahead to 2020
2019 saw the passage of the SECURE (Setting Every Community Up for Retirement Enhancement) Act at the eleventh hour. We wrote late last year about some key provisions to the act that have potential to impact your retirement accounts, depending on your finances (please see https://kuligfinancial.com/the-secure-act-and-its-potential-impact-on-your-retirement-accounts/). This post… Read More »SECURE Act Passes in Congress
This month, we give thanks for such good markets, but more importantly, our families and clients. Since we are entering the season when families get together, we offer some thought on important conversations we may want and need to have with our loved ones. Last but hardly least,… Read More »Much to be Grateful For
This post is to notify clients and friends of Kulig Financial Advisors of a change of address effective immediately. We are pleased to say that we have new meeting space at the former Brewer-Young Mansion at 734 Longmeadow Street in Longmeadow. This will also be our new mailing… Read More »Kulig Financial Advisors Address Change to 734 Longmeadow Street, Longmeadow, MA
Despite all the other things Congress has to do, it has been busy working on the SECURE Act, which stands for Setting Every Community Up for Retirement Enhancement (please see https://www.congress.gov/bill/116th-congress/house-bill/1994 for a link to summaries of the bill). If passed, the Act would be the first major… Read More »The SECURE Act and its Potential Impact on Your Retirement Accounts
