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While the death toll from the Wuhan coronavirus outbreak continues to climb, in many patients the illness amounts to only a cold. Now, something else appears to be going “cold”; the global economy could be taking a nosedive. Initially, it seemed the outbreak would mostly impact China’s output – which…
Many of us hope for a tax refund each spring, and about 96 million Americans get one. Whether you’re feeling hopeful or already know it’s coming, a tax refund probably feels like great news. Unfortunately, that’s not entirely true. A tax refund can actually be a sign that you didn’t…
The beginning of a new calendar year also marks the beginning of a tax year, and that means you can take steps that will benefit you next spring. Technically, you can accomplish these tasks at any point during the year, but earlier is better. To avoid having to play catch-up…
The SECURE Act, signed into law on December 20, 2019, aims to make retirement planning a bit easier for many Americans. It accomplishes this goal by lifting a few key restrictions that previously served as obstacles for those trying to save for retirement. However, one provision of the law does…
The fact that one quarter of Americans currently have no retirement savings has long concerned lawmakers, who continually consider various resolutions aimed at closing the gap in retirement planning. The SECURE Act, just signed into law last month, was one such attempt. The Setting Every Community Up for Retirement Enhancement…
Financial strategies sometimes shift over time, but one rule has stood the test of time: You really can’t save too much for retirement! If you wisely meet the contribution limit of your retirement account each year, congratulations on making a responsible choice for your future. And we have good news…
We hope you enjoyed your Thanksgiving holiday, and enjoyed your time with family or friends. Since talk over the dinner table often turns to everyone’s plans for the future, occasionally talk of finances comes up. And inevitably, you’re going to hear some questionable advice when chatting at seasonal get-togethers. No…
Although the idea has been mentioned often in the past, a bill that expands Medicare coverage to dental, vision, and hearing expenses has now passed committees in Congress for the first time. Along with that major change, the bill would also allow Medicare to negotiate prices with drug companies and…
Benjamin Franklin once famously said that nothing is certain except death and taxes. We would also add retirement to that list. No matter how much you enjoy your career, almost everyone will want or need to retire someday. Therefore, we all need to plan for retirement. But for those who…
In your twenties and thirties, retirement planning probably seemed like an abstract exercise. It can be difficult to picture your life many decades in the future, much less plan for it. But after we reach our forties or so, most of us start to feel concerned about retirement. We wonder…
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