Proactive Tax Planning for the SECURE Act.
What’s Going on with GameStop? Chances are you’ve caught wind of recent market news involving Wall Street traders, GameStop, Reddit & Robinhood. Clients have reached out to us wondering if any of the related market volatility could impact their portfolios. Here’s a quick summary of what’s happened so far and what could happen moving forward.....
Quarterly Market Review: July-September 2020 July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors were encouraged by solid employment growth, a rise in personal income and consumer spending, a surge in the housing sector, and an increase in industrial production.
Medicare Open Enrollment for 2021 Begins October 15 The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.
Proactive Year-end Tax Planning for 2020 and Beyond 2020 was an unusual year that had several major legislative bills passed that could have an impact on your taxes.