2021 Newsletter

2020 IRA Deadlines are approaching
Building a Healthy Foundation
Navigating our Required Minimum Distribution

Tax Filing Season is a little later this year
1099 Forms
Will Updated I.R.S Tables Create an Opportunity for Retirees

Countdown to College
Tax Efficiency in Retirement
The New Inherited I.R.A Rules

The American Rescue Plan
Qualified Charitable Distributions
Guarding Against Identity Theft

Investor Sentiment is shifting
Measuring the Value of a Financial Professional
What in the World are NFT's?

How Covid-19 caused a "She-Cession"
Inflation Can be a Scary Word
College Funding Choices

Insurance when you marry after 40
Ways to Fund Special Needs Trust
FAFSA Simplification Act

Conducting your Mid-Year Financial Checkup
The Pros and Cons of Early Retirement
Plan Rollovers Teenage Wage-Land

The Need for Power of Attorney
How U.S. Savings Bonds Work
401(k) Millionaires

Are your Taxes going to change?
Annual Financial To-Do List
October is Breast Cancer Awareness Month

Wise Decisions with Retirement in Mind
Your Year-End Financial Checklist
Ready for Medicare Open Enrollment?

2022 Contribution Limits
A Look Back at 2021
The Power of the Consumer