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Required Minimum Distributions: What You Need to Know As a financial advisor, I want to ensure you’re well-informed about Required Minimum Distributions (RMDs) and how they may impact your retirement planning. This article will cover key deadlines, calculation rules, and the consequences of not meeting RMD requirements. We’ll also discuss special considerations for inherited IRAs. … Continued

Learn tax-efficient strategies for managing cash and cash equivalents, including comparing after-tax yields, leveraging tax-exempt investments, timing CD maturities.

2022 US stock and bond market review including inflation analysis. Are we in a recession? When will the stock market capitulate?

2021 of the US stock market, high growth tech stocks, metaverse stocks, inflation, interest rates and real estate.

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade.

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. What does it mean and where will it go from here?

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.

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.