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Blog

Townsend Asset Management Corp. | Aug 13, 2020

Social Security Fraud: What should you do if you get a call claiming there's a problem with your Social Security number or account?

Social Security
Scams & Fraud
If there is a problem, the Social Security Administration will mail you a letter with your Social Security number.
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Townsend Asset Management Corp. | Aug 6, 2020

The Changing College Landscape

Student Loans
529 Plan
Here are some things to know about the changing college landscape.
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Townsend Asset Management Corp. | Jul 28, 2020

Is Now the Time to Give Yourself a 401(k) Loan?

401(k)
If you’re experiencing hardship because of the coronavirus pandemic, you may want to think about borrowing or withdrawing money from your 401(k) to help. 
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Buildings
Townsend Asset Management Corp. | Jul 16, 2020

Three Steps to Achieving Retirement Success

Retirement
The key to retirement success is aligning your vision with your need and then building a financial plan to make that happen.
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Townsend Asset Management Corp. | Jun 17, 2020

Tapping Retirement Savings During a Financial Crisis

Understanding the new CARES Act guidelines and the other rules for loans and early withdrawals may help you determine if they are appropriate options during a
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Questions on the Roth IRA Five-Year Rule
Townsend Asset Management Corp. | Jun 4, 2020

Four Questions on the Roth IRA Five-Year Rule

Roth IRA
5-Year Rule
The Roth IRA "five-year rule" typically refers to when you can take tax-free distributions of earnings from your Roth IRA.
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Summertime finance review
Townsend Asset Management Corp. | May 27, 2020

Summer Is a Good Time to Fine-Tune Your Finances

Finance
Tax Planning
Retirement Savings
Insurance Coverage

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin

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The CARES Act
Townsend Asset Management Corp. | May 13, 2020

Five Key Benefits of the CARES Act for Individuals and Businesses

CARES Act
Coronavirus
COVID-19
The CARES Act provides economic relief for individuals and businesses affected by the coronavirus pandemic.
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Townsend Asset Management | Apr 21, 2020

Will vs. Trust: Know the Difference

Estate Planning
While wills and trusts each can help in the distribution of assets at death, there are important differences between the two.
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Gerald A. Townsend | Apr 10, 2020

COVID-19: Important Updates & Reminders

Tax Return
IRA
CARES Act
Gerald's Articles
Here are some updates and changes regarding tax filings, IRA contributions and distributions, as well as help for individuals and small businesses during this
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Townsend Asset Management Corp. | Apr 8, 2020

Coronavirus Lessons: Why Diversifying Your Portfolio is Important

Investments
Diversified Portfolio
Three key reasons why you should diversify your portfolio.
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Gerald A. Townsend | Mar 16, 2020

Coronavirus and Markets

Stock Market
Gerald's Articles
Gerald Townsend shares his thoughts on the coronavirus and the markets.
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Phone: (919) 782-9689
Fax: (919) 783-0226
Email: Advisor@AssetMgr.com

3110 Edwards Mill Road, Suite 150

Raleigh, NC  27612

 
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Townsend Asset Management Corp. provides the information on this website as a service to its clients and the public. While the information on this site deals with financial issues, it does not constitute financial advice. We encourage you to seek assistance from a CERTIFIED FINANCIAL PLANNERTM in order to assist you with any financial planning.  If you have specific questions related to information available on this site, please contact us.

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