by Jeff Miller | Sep 10, 2020 | Finance and family
The current pandemic is a generational event that has caused many to reflect on their financial situation and look closely at their financial habits. According to a recent poll conducted by the National Endowment for Financial Education (NEFE), 88% of Americans say the COVID-19 crisis is causing stress in their personal finances.
by Marti Awad | Jun 9, 2020 | Finance and family
With the cancellation of in-person classes and the closing of dorms as a result of the COVID-19 pandemic, a number of colleges and universities have provided partial rebates/refunds for tuition and other costs like room and board. Many of these costs had been covered...
by Cardan Capital Partners | May 27, 2020 | Cardan Announcements, Finance and family, Financial Planning
Cardan Capital Partners is pleased to announce that Co-Founding Partner Sarah Keys is now a Certified Divorce Financial Analyst® (CDFA®). This specialized, professional designation focuses on pre-divorce financial planning. A CDFA® helps guide a divorcing couple...
by Marti Awad | Apr 8, 2020 | Finance and family, Financial Planning, Good to Know
The Coronavirus Aid, Relief and Economic Security Act, referred to as the “CARES Act,” aims to help individuals and businesses impacted negatively by COVID-19. There are still many questions that will require further clarification. However, we want to highlight...
by Cardan Capital Partners | Jan 16, 2020 | Finance and family, Good to Know, What we're reading
Increasingly, in our personal and professional lives, we at Cardan Capital Partners are hearing about the challenges people are facing with elderly parents and grandparents. These can be frustrating, heartbreaking and hugely stressful situations further compounded by...
by Sarah Keys | Jan 15, 2020 | Finance and family
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law Dec. 20, 2019, will have a number of ramifications for retirement income and tax planning. Main provisions related to IRAs The three most significant provisions related to...
