Pandemic Relief Measures and Your Tax Return

Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers. The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed in March, and a second relief package was attached to the...

Sequence Risk: Preparing to Retire in a Down Market

“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses on the front end of retirement could have an outsized effect on the income you receive from your portfolio by reducing the assets available to pursue...

Watch Out for These Financial Pitfalls in the New Year

As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are common money mistakes to watch out for at every age. The Weight of Too Much Debt Approximately 70% of workers with non-mortgage...

New Fed Policy Suggests Low Rates for the Long Term

After its meeting on August 27, 2020, the Federal Open Market Committee (FOMC) announced a new approach to controlling inflation through the benchmark federal funds rate. While affirming that it considers a 2% inflation rate optimal for promoting maximum employment,...

When You Can’t Speak for Yourself

It’s not pleasant to think about the possibility of being unable to make your own medical or financial decisions. But taking the time to express your wishes in advance could help ensure that your health-care and financial affairs are handled as you wish and that your...