Opal Blog

What Small Business Owners Need to Know About the New Stimulus Package

What Small Business Owners Need to Know About the New Stimulus Package

President Trump just signed the latest coronavirus relief bill, which will funnel more than $320 billion in economic aid to small businesses that have been hit hard by the pandemic. Lawmakers say future legislation is in the works… more

What COVID-19 Means for Your Estate Plan

What COVID-19 Means for Your Estate Plan

For many of us, the coronavirus pandemic is putting things in perspective—and triggering some pretty big questions on the individual level. With public health front and center during this dark time, many are looking inward and examining their… more

What the New Coronavirus Relief Bill Means for Your Finances

What the New Coronavirus Relief Bill Means for Your Finances

No matter where you live or what you do for a living, we’re all feeling the economic impact from the coronavirus. In fact, close to 3.3 million American workers recently filed for unemployment benefits. With that being said,… more

How to Prosper During Market Volatility

How to Prosper During Market Volatility

It’s been a turbulent couple of weeks for investors—and chances are you’re feeling some degree of anxiety during this time of market volatility. At the end of the day, you’re only human, and keeping cool during times like… more

Filing for Social Security and Spousal Benefits

Filing for Social Security and Spousal Benefits

For many retirees, Social Security benefits represent a sizable chunk of guaranteed monthly income. Think of it as a nice supplement to the nest egg you’ve worked so hard to build over the years. Taking advantage of spousal… more

How the SECURE Act Affects Your Retirement

How the SECURE Act Affects Your Retirement

Retirement planning serves one true purpose—preparing for your future so that you can live the life you want when you decide to step away from the workforce. Think of it as your financial freedom plan. Smart planning doesn’t… more

How to Make Better Financial Decisions in 2020

How to Make Better Financial Decisions in 2020

Ushering in a brand-new year has a way of sparking real reflection; personally, professionally and financially. It’s a fresh start—a time to absorb the lessons of 2019 and look ahead to the coming year with a sense of… more

5 Strategies to Minimize Taxes in Retirement

5 Strategies to Minimize Taxes in Retirement

After working for decades, retirement is about transitioning away from the daily grind and taking some much-deserved time for yourself. If you planned ahead and began contributing to your nest egg early on, you’ll have funds waiting for… more

Give to Charity, Get a Tax Break with Donor-Advised Funds

Give to Charity, Get a Tax Break with Donor-Advised Funds

The latest round of tax reform has had a pretty significant impact on charitable giving, specifically when it comes to writing off donations. This is because certain tax deductions are only available if you choose to itemize, rather… more