Don’t Let Headlines Get You Down
The stock market moves down (and up) for all kinds of reasons — inflation data, interest rate changes, geopolitical tension, […]
Medicare: When to Apply
Most people should apply for Medicare during their Initial Enrollment Period — a 7-month window that starts 3 months before
Unpacking the Paycheck Protection Program
The Paycheck Protection Program (PPP) was a federal loan program created to help small businesses keep employees on payroll during
Tips for Handling Market Volatility
Market volatility means investment prices swinging up and down more sharply than usual. It’s a normal part of investing, and
4 changes that could affect Social Security in 2020
If you’re one of the roughly 75 million Americans receiving Social Security or Supplemental Security Income (SSI) benefits, you’ve likely
Two Trade Agreements Offer Optimism, But Uncertainty Remains
Two major trade developments reshaped U.S. trade policy heading into 2020: the USMCA trade agreement with Canada and Mexico, and a Phase One
529 College Savings (Age 7) Is Costly, Study Finds
A 529 college savings plan lets your contributions grow tax-free and come out tax-free when used for qualified education expenses.
IRS Issues Annual List of Tax Scams
Every year, the IRS publishes an updated list of the most common tax scams targeting taxpayers — many of which
New Client Alert Profiles SECURE Act Provisions
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law on December 20, 2019, remains one of
What Will You Pay for Medicare in 2020?
Most people enrolled in Original Medicare pay a standard Part B premium, along with an annual Part B deductible. Medicare
