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Special update: COVID-19 resources

 

Your personal finances in times of uncertainty 

Free resources to help navigate the uncertainty of the current environment.

Note: Ayco provides advice and services under the laws of the United States. Certain resources are only relevant to U.S. individuals. 

On-demand webinars

All about your emergency fund

Your emergency fund is part of your comprehensive financial plan. This brief webinar will help you consider how much money to set aside, what types of accounts are available and where your hard earned savings have the most potential for growth.

 

After this webinar you’ll be able to:

  • Compare and contrast saving and investing
  • Identify the amount to keep in your emergency fund based on your unique circumstances
  • Understand the differences between a traditional savings account and an online account
Emergency Fund - public

CARES Act: Retirement account distribution and loan provisions

The CARES Act will impact most Americans. In less than 10 minutes, this webinar will help you understand how the Act could potentially allow you to access your retirement funds. More importantly, you’ll learn how this opportunity may or may not fit into your financial plans and what alternatives may be available to you.

CARES Act: Retirement Account Distributions and Loan Provisions - Public

Ask a financial coach: Common questions answered in this uncertain time

Looking for financial guidance during these uncertain times? Ayco coaches are talking with clients about a variety of financial planning topics every day. They’re answering questions like, “Should I refinance?” and, “How can I protect myself financially?” In this webinar, you’ll hear directly from our coaches on these questions and more.

Top coaching questions from employees - public

Retirement in a volatile market

With volatile markets and a disruption to everyday life the future may seem uncertain. This is especially true if you’re close to retirement.

This webinar gives you the tools you need to manage through this period of uncertainty and prepare for retirement, even if it’s close at hand. 

Retirement in a volatile environment - Public

Investing in uncertain times

Unsure how to manage your investments in light of recent stock market volatility? Hear Ayco’s perspective on historic market performance, the current environment and guidance on how to think about your own investments.

 


 

Investing in uncertain times

Understand your investing habits

In trying times, it is tempting to make quick decisions. Understanding the psychology behind how you think about finances, particularly investments, can help you make smart decisions and avoid common pitfalls. 

Weathering the storm

Maintaining confidence during a challenging financial climate

  • Understand stock market volatility, how it may affect your financial picture and what you can do
  • Budget with intentionality to bolster your confidence
Uncertainty and you: public version 02

Additional resources

 

Close to retirement? Prepare for the transition in an uncertain economy

Retirement is a big transition in normal times. With the COVID-19 crisis impacting retirement savings, employees who are close to retiring may need to rethink their plans. Here’s a primer to help ease the transition to retirement.

 

Read more >

 

COVID-19 educational refunds and 529s

Colleges are issuing refunds for tuition and room and board for this current semester, but there are tax ramifications if the original payment came from a 529.

 

Read more >

 

FAQs during the COVID-19 crisis

Here are some of the questions we’ve been hearing and some of the information and guidance that we’ve been sharing.

 

Read more >

 

IRS extends tax filing and payment deadline to July 15, 2020

Following emergency declaration, IRS tax filing and payment extension provides COVID-19 payment relief.

 

Read more >


Time away from work during the COVID-19 crisis: Does it impact your finances?

Here are some thoughts on how best to approach the situation.

 

Read more >

 

Managing financial stress in times of economic volatility

Read about ways you can manage financial stress in times of economic volatility.

 

Read more >

 

Trusted resources for COVID-19 information

If you’re uncertain about where to find accurate information, here’s a list of important resources you can turn to for help navigating this volatile time.

 

Read more >

 

Working from home tips

As employers adopt social distancing measures, working from home has become a reality. Follow these tips to make working from home work for you.

 

Read these tips >

 

Creating a budget for uncertain times

Now is the time to take stock of your finances and create a budget that works for you. There are a few simple things you can do to get started.

 

Read more >

 

Resources from Goldman Sachs

Explore Goldman Sachs research and insights relating to COVID-19. 

 

Explore >