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Business Continuity during the Quarantine
At RKL Wealth Management, our documented Business Continuity Plan (BCP) undergoes review, testing and updating on an annual basis. On March 18, 2020, we activated the BCP and implemented its systems and policies to support employees, maintain stable…
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The Importance of Wealth Planning, Part 1: Why a Plan is Critical in Challenging Times
The events of the past several weeks have highlighted the importance of having a sound, comprehensive wealth plan that supports your unique values and goals. That’s why the RKL Wealth Management team will be exploring benefits and best…
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Market and Economic Update: April 2020
Join Laurie Peer, President of RKL Wealth Management, Nicholas Boyer, Chief Investment Officer, EVP and Brandon Adams, Senior Portfolio Manager in this one hour presentation as they discuss the impact of Coronavirus on the economy and markets and…
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Financial Planning Provisions in the CARES Act: What Individuals Should Consider
Within the nearly 900 pages of the CARES Act are a number of favorable provisions for individual taxpayers that are only available in 2020, including: Tax-favored retirement plan withdrawals: Individuals under the age of 59 ½ can withdraw…
