Broker Check

2021 Newsletter

01-2021

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


02-2021

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


03-2021

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


04-2021

  • The American Rescue Plan
  • Qualified Charitable Distributions
  • Guarding Against Identity Theft

 

05-2021

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


06-2021

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


07-2021

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


08-2021

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


09-2021

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


10-2021

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


11-2021

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


12-2021

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