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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”.

Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs. The newest reports, released on April 22, 2020, discuss the current financial condition and ongoing financial challenges that both programs … Continued

There’s still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019).