Results for "Anastasia Wiese" (14) results found

Anastasia Wiese Describes RMD Put-Backs

Did you take a Required Minimum Distribution (RMD) from your IRA earlier this year? If so, to help with the financial fall-out from COVID-19, the IRS is allowing you to reverse your 2020 RMD distribution … but you must act by August 31. In a July 28th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® describes how the RMD “put-back” works, and whether to consider taking advantage of the opportunity.

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Anastasia Wiese’s GRBJ Commentary: Understanding Sequence Risk

In a June 25th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® described how current uncertainties may expose retirees to “sequence risk,” or the risk of encountering negative investment returns early in retirement. Specifically, the random sequence — or order — in which you earn your returns early in retirement can impact your lasting wealth. How does sequence risk work, and how can you manage it if it happens to you?

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Anastasia Wiese Authors a GRBJ Article Summarizing the CARES Act

There are a lot of provisions rolled into H.R. 748 – otherwise known as the CARES Act. Plus, Congress continues to clarify the many details involved. In an April 20th Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® offered an overview of the Act, and its primary sources of relief aimed at helping individuals and businesses affected by the coronavirus.

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Anastasia Wiese Comments in GRBJ on Current Market News and Volatility

In her March 18 Grand Rapids Business Journal Banking & Finance commentary, Anastasia Wiese, JD, CFP® helped readers put the current elevated levels of market volatility in proper context. “While the desire to pull money out of the U.S. markets and sit in cash is a natural emotional response, now is not the time to panic,” writes Anastasia. “Times like this reinforce the importance of having a well-diversified portfolio among global stock and bonds.”

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Anastasia Wiese Comments on the SECURE Act and Retirement Planning in Recent GRBJ Article

How does the SECURE Act, passed at year-end 2019, help people better prepare for today’s retirement realities? In a February 2020 Grand Rapids Business Journal article, Anastasia Wiese, JD, CFP® weighed in on how the newly enacted legislation can enhance retirement planning for employers and employees alike.

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Anastasia Wiese Offers 15 “Recession-Proofing” Financial Tips in Recent GRBJ Article

We cannot know how long, or how severely current market volatility will impact our investment portfolios. Either way, there are a number of sensible steps you can take before, or even during a recession that can add real value to your financial well-being. In a March 3rd Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® offered 15 such timeless tips for preserving, protecting, preparing, simplifying and understanding your financial worth.

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“West Michigan Woman” Features Anastasia Wiese’s 2020 Financial Insights

What does 2020 have in store for investors in general, and influential West Michigan women in particular? Anastasia Wiese, JD, CFP® shared her insights in the December 2019 issue of “West Michigan Woman.” Describing potential challenges and opportunities for the year ahead, Anastasia said, “While no one has a crystal ball to help predict the future, understanding where we are now helps to bring comfort on what to expect moving forward.”

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Anastasia Wiese Helps Investors Spot Good Advice in a Recent GRBJ Article

These days, investors deserve a lot more from a financial advisor than simply a set-and-forget investment line-up. But how do you differentiate good advice from a sales pitch in disguise? In her November 30th Grand Rapids Business Journal article, Anastasia Wiese, JD, CFP® offers five qualities to seek in a financial advisor relationship.

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Anastasia Wiese Discusses How Asset Location is Important to Portfolio Growth in a Recent GRBJ Article

Looking to Lower Your Taxes? Learn About Asset Location from Anastasia Wiese

Most investors already know: You only get to keep your after-tax investment returns. Far fewer investors know about asset location, an important technique for investing as tax-efficiently as possible. In an August 31 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® explained how asset location helps minimize the impact taxes have on your investment portfolio.

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Anastasia Wiese Shares 3 Free Money Management Tools on WZZM-TV’s “13 on Your Side”

Anastasia Wiese Shares 3 Free Money Management Tools on WZZM-TV’s “13 on Your Side”
With the theme, you’re never too young or too old to discover new ways to manage your money, WZZM-TV’s “13 on Your Side” host Sarah Makuta invited Anastasia Wiese, JD, CFP® to share three free tools people can use to plan for their financial independence. Read on, to discover Anastasia’s top picks for all the stages of your financial journey.

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