I.R.S. Delays Tax Filing, Payment Deadlines
The new deadline is May 17, 2021.

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.^1,2,3

2021 Limits for IRAs, 401(k)s and More
Numbers to know for the new year.

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

Year-End Checklist

• Did you sell a major asset like your home, business, or other real estate?
• Did you transfer any major financial assets?
• Did you refinance your house? 
• Did you receive a gift or inheritance?
• Did you lose

The Social Security Administration Announces 2021 COLA

October Is Financial Planning Month

Market Commentary – Stages of the 2020 Stock Market

Life has its seasons, or perhaps, better put, its stages.  For example, a little over a week ago, we switched from summer to fall.  There are seven stages to the human life cycle – beginning with infancy and finishing with old age, or more poetically put, “The senior yea

Market Commentary – Contradictions between Wall Street and Main Street Continue

The Chinese symbol for “crisis” is made up of two symbols – one representing “danger” and the other representing “opportunity.”  So maybe it’s symbolic that the largest crisis most of us have eve

Roth IRA Conversion in the Era of COVID-19
Is it right for you?

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. 

Key Provisions of the CARES Act

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 and pessimism about global growth and profits.  In fact, at that time, the CNN Fear & Greed Index registered an extrem