Published: May 22, 2020, 9:56 p.m.
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.
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/