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Since the pandemic began, disruptions in business activity have varied greatly from region to region. Unfortunately, many of the official government statistics used to gauge the health of the U.S. economy are backward looking and somewhat delayed. Here are some of the high-frequency indicators that may be helpful in evaluating the progress of the economic recovery.

Due to the unusual conditions related to the coronavirus pandemic, the due date for individuals to file 2020 federal income tax returns and make tax payments has been postponed by the IRS from Thursday, April 15, 2021, to Monday, May 17, 2021.

Learn about the $1.9 trillion relief package that includes payments to individuals and funding for federal programs, vaccines and testing, and schools.

Today, exchange-traded funds (ETFs) are an increasingly popular option offering several benefits to Mutual Funds. Let’s take a look at why.

With 2020 coming to a close, we have published our annual guide to all the key numbers for 2021 and we review 2020 charitable giving strategies.

Many IRA and retirement plan limits are indexed for inflation each year. Some of the limits remain unchanged for 2021, other key numbers have increased.

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.

With more people retiring than people being born, everyone is asking the question, how secure is Social Security and will I recevie my benefits?

The CARES Act has special rules for required minimum distributions, coronavirus-related distributions, and retirement plan loans. In late June, the IRS released Notices 2020-50 and 2020-51, which clarify many of the details for both retirement plan participants and sponsors.

On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020 marked the end of an expansion that began in 2009 and the beginning of a recession. The NBER defines a recession as “a decline in economic activity that lasts more than a few months”.