While working virtually with a financial advisor is nothing new, the relevance of virtual meetings and planning has increased substantially during the pandemic. Here are my Top 3 considerations into exploring a virtual relationship with a financial advisor.

The CARES Act has put an optional hold on RMD's. Discuss with your financial advisor before taking a Required Minimum Distribution in 2020.

Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Make these crucial retirement planning considerations first.