Radnor News / Blog

RETIREMENT PLANNING – HOW STATES ARE HELPING

September 21, 2020 // posted by: Radnor Financial Advisors

Remember in high school when you would sometimes show up to an exam without studying a wink? Saving for retirement is like studying for a test: the more you prepare, the better…


A Tax-Efficient Planning Strategy – Roth IRA

August 10, 2020 // posted by: Radnor Financial Advisors

IRA Plus.. or Roth IRA? A Delaware Senator named William Roth and an Oregon Senator named Bob Packwood proposed the idea of an “IRA Plus” in 1989.  The proposed retirement account allowed…


Meet Our Summer Interns!

July 27, 2020 // posted by: Radnor Financial Advisors

Radnor Financial Advisors is pleased to welcome our two Financial Planning Interns for the summer, Lilli Smith and Evan Kaiser! Lilli Smith, from York, PA, is majoring in Financial Planning at Temple…


Monte Carlo Analysis- Decision Making Under Uncertainty

July 21, 2020 // posted by: Radnor Financial Advisors

A pharmaceutical company deploys most of its $50 million liquid asset-base into developing a coronavirus vaccine. An NBA player decides to play in the final game of the season in a contract…


June Market Update

June 11, 2020 // posted by: Radnor Financial Advisors

Following the market close on June 8th, stocks are now back to the levels at the start of the year.  After falling about 35% from its February high to its March 23rd…


CARES Act – Student Loan Provisions

April 30, 2020 // posted by: Radnor Financial Advisors

The CARES act passed in late March incorporates several conditions to help provide additional flexibility and financial relief to student loan borrowers. The student loan provisions include accommodations for loans that fall…


Coronavirus Aid, Relief, and Economic Security (CARES) Act – IRA Distributions

April 9, 2020 // posted by: Radnor Financial Advisors

As we continue to parse through the recently passed CARES Act (Coronavirus Aid, Relief and Economic Security Act), our hope is to separate the full Act into separate sections and review some…


CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT – PPP LOANS

April 2, 2020 // posted by: Radnor Financial Advisors

This is the second part of a series by Radnor Financial Advisors regarding the various aspects of the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act. This series will be published…


Update from Radnor Financial Advisors

April 1, 2020 // posted by: Radnor Financial Advisors

As you may be aware, there have been a few positive days for stocks (and bonds) over the past week.  The S&P 500 posted a 3-day gain of 17.6% last week, reacting…


Coronavirus Aid, Relief, and Economic Security (CARES) Act – Tax Rebates

March 31, 2020 // posted by: Radnor Financial Advisors

This is the first part of a series by Radnor Financial Advisors regarding the various aspects of the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act. This series will be published…


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