On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings.
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Personal Changes: Did you sell a major asset like your home, business, or other real estate? Did you transfer any major financial assets? + more
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On October 13, 2020, the SSA officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment for 2021.
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When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy.
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Life has its seasons, or perhaps, better put, its stages. For example, a little over a week ago, we switched from summer to fall.
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The Chinese symbol for “crisis” is made up of two symbols – one representing “danger” and the other representing “opportunity.”
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The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement.
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Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law.
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We are at war! Only this time our enemy is a novel virus causing a pandemic that is taking lives and shutting down the global economy.
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Market Commentary – Stocks Party into the New Year
What a difference a year makes. A year ago, December, markets dropped as investors were crippled with fear
Year-End Checklist
Personal Changes
- Did you sell a major asset like your home, business, or other real estate?
- Did you transfer any major financial
Market Commentary – Stocks Held Firm in Q3 Despite Increased Global Concerns
The lyrics to Billy Joel’s hit, “We Didn’t Start the Fire” lists more than 100
