2022 started off with hope and promise as the world looked forward to a year without a crippling pandemic, or at least, a world where COVID could be managed. However, hope was quickly replaced w
Don’t fight the Fed has been a mantra on Wall Street for about as long as there has been a Federal Reserve Bank. Over the last 15 years, that has meant that investors should be investing in risk assets (i.e., stocks, bonds, rea
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades.
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
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.
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
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
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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