Planning


Tax Strategies

June 29, 2021

In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners. The president advocates returning the top tax rate to 39.6%…

What’s Driving Oil Prices?

June 8, 2021

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and local shutdowns due to the spread of the coronavirus, there…

Gen X Prepares to Ascend the Throne

June 1, 2021

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at the same time enjoying a bull market for stocks. This…

Investment Consolidation Strategies

May 25, 2021

Throughout the investment industry and financial media sources, we constantly hear the message that our money should be diversified. By spreading assets throughout a number of different vehicles, we can…

New Status on Pension Plans

May 4, 2021

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 seems, things have reached a…

What the Stimulus Could Mean for Investors

April 27, 2021

Millions of Americans have embraced the new relief money resulting from the $1.9 trillion America Rescue Plan. They’ve been able to pay for utilities and put food on the table…

Annuity Insights

April 6, 2021

The Insured Retirement Institute (IRI) – a trade association for the retirement income industry – advocates annuities as a vehicle that can help provide retirees income, guaranteed by the insurer.…

That Pesky Early Withdrawal Penalty: It’s There for a Reason

March 23, 2021

One way for the government to potentially earn more tax revenue is by eliminating the early withdrawal penalty. This is the typical 10%-tax penalty on distributions from retirement accounts by…

Retirement Planning Insights

March 11, 2021

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 Security strategies worth considering in…

Pandemic Highlights the Difference Between Economics and Finance

February 23, 2021

Pandemic Highlights the Difference Between Economics and Finance One of the more glaring lessons of the 2020 pandemic was that the economy and the stock market are not the same…

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