The Securing a Strong Retirement Act of 2022: What You Need to Know
The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the House (by a 414-5 margin, ...
The Shape of Things to Come: 2021 Tax Law Proposals
Although I am writing this in early April, I promise you, this is no April Fools’ Day joke. There are ...
Back to the Future? A Look at Biden’s Tax Proposals
Somehow lost in all of the news coverage of the COVID-19 pandemic and social unrest, Joe Biden, the former Vice ...
Medicare: Everything You Always Wanted to Know
Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and older. The program helps pay ...
Social Security Optimization: What You Should Know
It is no secret that many Americans are ill prepared for retirement (excluding our clients, of course). With the continued ...
A “How To” Guide to Retirement Savings for the Self-Employed
In the past, I’ve received calls from clients who had already retired but decided to get back into the game ...
SECURE Act: Changes May Be Coming Soon to Retirement Savings
Believe it or not, there is something that Democrats and Republicans in Congress can agree on, and that is the ...
Tax Season: It’s Getting to Be That Time of the Year!
A Recap of Impending Tax Law Changes I know, it’s not April 15th yet, and I’m not necessarily in any ...
2018 4th Quarter Review: “Holidays, Goldilocks, Resolutions and Strolling Along the Laffer Curve”
In the grand scheme of things, this holiday season was probably no different from those of the past. Like many ...
The Continuing Impact of the 2017 Tax Cuts and Jobs Act
A recap of tax law changes with updates for 2019 taxes On December 22, 2017, the “Tax Cuts and Jobs ...
Strategies for Use of Health Savings Accounts
Health Savings Accounts (HSAs) are an increasingly popular way to pay for healthcare expenses, especially as employers continue to look ...
2019 1st Quarter Commentary: “When Hindsight Isn’t 20/20”
“Before, You Are Wise; After, You Are Wise. In Between, You Are Otherwise.” –David Zindell Most of us are attracted ...