Welcome to 2021! We hope that you and your family had an enjoyable holiday season. Once again, our primary goal this year is to continue our tradition of helping clients pursue their personal financial goals.
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.
July 15 Due Date Approaches for Federal Income Tax Returns and Payments The due date for federal income tax returns and payments is Wednesday, July 15, 2020.
CARES Act Provides Relief to Individuals and Businesses On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis.
College Cost Data for 2019-2020 School Year Each year, the College Board releases its annual Trends in College Pricing report that highlights current college costs and trends. While….
New Spending Plan Package Includes Sweeping Retirement Plan Changes The $1.4 trillion spending package enacted on December 20, 2019 included the Setting Every Community Up for Retirement Enhancement (SECURE) Act….
IRA and Retirement Plan Limits for 2020 The maximum amount you can contribute to a…
Transitioning into Retirement If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical time period.