Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. Keep in mind that withdrawals from traditional, SIMPLE, and SEP-IRAs are taxed as ordinary income, and if taken before ... Read More
5 Highlights of the New Stimulus Package
What the latest round of funding may mean for you. After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and ... Read More
Coronavirus Vaccines and the Economy
Hopeful markets react. As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world. A positive reaction to these vaccines affects every aspect of ... Read More
Your Year-End Financial Checklist
Aspects of your financial life to review as the year draws to a close. The end of the year can help remind us of last-minute things we need to address and the goals we want to accomplish. To that end, here are some aspects of your financial life to think about as this ... Read More
Election 2020
A Dose of Patience. The upcoming election is prompting some people to reconsider their investment strategy. In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential ... Read More
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