What Is Estate Planning, and Why Is It Important?
"Planning is bringing the future into the present so that you do something about it now."-Alan Lakein As you know, part of our job as ...
The Labor Market in the Post-Pandemic Era
According to the most recent Future of Jobs Report by the World Economic Forum, 50% of employees will need new skills training by 2025 as ...
Survival of the Financial Fittest
The coronavirus pandemic worsened income and wealth disparity in the U.S.1. However, if you were on a good path for retirement planning and financial stability, ...
The Real Value of an HSA Lies in its Tax-free Advantages
A recent survey found that 40% of respondents with access to a health savings account (HSA) do not fully understand how they work. Basically, HSAs ...
What Lies Ahead for Pension Plans
Financial professionals and economists have been talking about the “graying of America” and the retirement crisis for at least a couple of decades. Now, it ...
Qualified Business Income Deduction (QBI): What You Need To Know
One of the provisions included in the Tax Cuts and Jobs Act of 2017 was the Qualified Business Income (QBI) deduction. It is designed as ...
Guaranteed income for life—in any market
The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees ...
Retirement Planning and Tax Savings Insights
Amid lost jobs and a scaled-back economy in 2020, some workers may have decided to retire earlier than planned. There are a couple of Social ...
Pitfalls to be Aware of This Tax Season
Millions of Americans took advantage of the delayed tax-filing deadline in 2020. In fact, according to one survey, 11% of taxpayers filed their 2019 returns ...
The American Rescue Plan
United States Flag Capitol State Building during Covid19 2020 novel coronavirus Pandemic, 3d virus medical model, Washington DC, USA Roughly one year ago, Congress passed ...
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