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The CARES Act and Retirement Accounts: Three Things to Know

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020. This law was created in response to the COVID-19 pandemic, which has had a tremendous impact on the financial and physical health of Americans and businesses across the country. It offers relief for individuals, businesses, and state and local governments facing financial pressures as a result of the pandemic. For individuals, there are particularly interesting impacts on retirement savings and planning. Below are items that investors should keep in mind when considering changes to the ways that they save for, and live in, retirement.

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Obermeyer Wood Supports Colorado COVID Relief Fund

Obermeyer Wood Investment Counsel is especially grateful for the accountants and tax professionals we partner with. While we typically send CPAs gift baskets to show our thanks and support during their crunch time, this year we decided to make a donation in their honor to the Colorado COVID Relief Fund instead.

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7 Ways to Help Protect Your Personal Financial Information

Living in a world that is heavily dependent on the Internet comes with its fair share of challenges, one of the biggest being information and identity theft. With millions of people partaking in online shopping, banking, and money transfers, the risk of personal financial information theft is higher than ever before. However, there are various ways that you can safeguard your personal financial information to prevent it from falling into the wrong hands.

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Staying Entertained, Educated, and Connected While Staying at Home

As we find ourselves staying at home and maintaining social distancing, it can be challenging to maintain a routine that keeps our minds and bodies active. It can be tempting to slip into a cycle of watching reruns or overconsuming information through news outlets. These activities can both drain our energy and bring on unnecessary and avoidable anxiety. We offer you ideas for a variety of activities that will stimulate your mind and offer you different escapes during this unusual time.

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6 Steps to Setting Achievable Financial Goals

Achieving your financial goals isn't always easy. But if you don't create a plan based on your goals, you're only making it harder on yourself. Individuals with a plan in place are more likely to make positive progress toward achieving their financial goals. We examine six steps you can follow to create achievable financial goals.