Income Tax Mitigation • Charitable Gifts • Personal Gifts • Workplace Benefits The following information has been updated for 2020 and 2021. Many of us cannot wait for 2020 to be over. It has brought too many unpleasant surprises – from the coronavirus pandemic, to protests across the globe, to not being able to live […]
Popular Investing Acronyms and Acrostics
Keys from the CARES Act – What You Need to Know
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, 2020. This legislation provides relief for individuals and businesses negatively impacted by the coronavirus pandemic. Though the scope of the package is extensive, we will focus on a few key points for individuals. Below is a summary of […]
How to Stay in Control Amid Extreme Market Volatility
After hitting record highs just two weeks ago, the market is now experiencing the worst sell-off since the 2008 financial crisis. The market seems to be pricing in the worst-case scenario for the spread of the COVID-19 epidemic. A big shout-out to you, our clients, who have remained calm during this very tumultuous time. Our […]
Simple and Smart Year-End Planning Moves
The following information has been updated for 2019 and 2020. Another year has come quickly and we are now racing to year’s end. Before the “busy” holiday season commences, right now is the perfect time to do some last-minute year-end planning, particularly for items that have an expiration date of December 31. Income Tax Mitigation […]
Social Security Primer
BEFORE RETIREMENT A percentage of earnings is paid to Social Security throughout your working years Only the top 35 earning years (not consecutive) will be included Any years with no income will be recorded as zeros CALCULATING YOUR BENEFITS There are three factors in determining your Social Security benefits: Your Birth Year Click here to […]
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