CMZ Wealth Strategies

What do you need to know in the face of post COVID-19 volatility?

Pullbacks, Corrections, and Bear Markets Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.

CMZ Wealth Strategies updated their phone number.

We were in Cancun, Mexico City, Chihuahua, Copper Canyon, Loreto in Baja California Sur during the holidays.

CMZ Wealth Strategies updated their business hours.

Want to make sure that your favorite local spots are around post-pandemic? Learn how to help in this short video.

Supporting Local Business In a Crisis Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

CMZ Wealth Strategies updated their address.

It can be difficult sometimes to think about the future during times like these. But if you did, how would you retire in a post-pandemic world?

Retiring in a Post-Pandemic World Imagine your ideal post-pandemic retirement with this animated video.

The S&P 500 is ubiquitous. Ever wonder how it works? &P500

The Anatomy of an Index The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Helpful Retirement Strategies for Women Learn how to address the challenges that women face when planning for retirement.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

How to Conquer the World - 5 Financial Strategies for Savvy Single Women Learn more about women taking control of their finances with this infographic.

Did you know that women control 51% of all personal wealth in the United States?

Women on the Rise Explore the growing influence women wield over the economy with this handy infographic.

Do you know how missing the best and worst market days might affect your ?

It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio.

Have questions about Economic Impact Payments, AKA stimulus checks? Learn more about them here: https://www.irs.gov/coronavirus/economic-impact-payment-information-center

Social distancing has drastically changed the way we live and work. Here’s a look at how this might affect American life in the future: https://www.forbes.com/sites/robertglazer/2020/04/01/covid-19-will-permanently-change-the-way-every-generation-lives-heres-how/

Some laid-off Americans are choosing to exit the workforce for good. Thinking about early retirement? Read more about it here: https://www.marketwatch.com/story/covid-19-crisis-sparks-early-retirement-wave-2020-04-30

Amidst the current level of uncertainty, there are many companies out there who are changing their financial strategy to one of stakeholder capitalism. Read more about it here: https://www.fastcompany.com/90496736/the-covid-19-pandemic-is-sparking-an-era-of-smart-generosity

For those paying student loans, relief may be available. Federal student loan payments have been moved into automatic forbearance from now until September 30, 2020. Read more details here: https://www2.ed.gov/about/offices/list/ope/caresact.html

The CARES Act amended the rules for inherited 401(k)s, IRAs or Roth IRAs to suspend distributions in 2020. If you have questions, feel free to reach out, I’m happy to help. https://www.forbes.com/sites/jamiehopkins/2020/03/30/cares-act-drastically-changes-required-minimum-distribution-rules-for-2020/

Because of the CARES Act, you may not need or want to take your first RMD this year. Let’s talk further about how this impacts your financial situation. https://www.forbes.com/sites/ashleaebeling/2020/03/27/congress-suspends-required-minimum-distributions-for-401ks-and-iras-for-2020-opening-window-to-tax-savings/