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    Medicare Open Enrollment for 2021 Begins October 15, 2020

    The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.

    Financial Planning

    Q2 2020 Market Comments

    After one of the worst first quarters in history, equity markets staged an impressive comeback in the three month period ended June 30.

    Financial Insights

    Small Businesses Eligible for Relief Programs During COVID-19 Crisis

    Congress passed several pieces of legislation with provisions to help small businesses shore up their coffers and keep employees on the payroll.

    Taxes Financial Planning

    Watch Out For Coronavirus Scams

    The FTC has received over 20,000 COVID-19 related complaints since January 1, 2020.

    Financial Planning

    CARES Act: Retirement Plan Relief Provisions

    For those seeking to preserve their retirement funds, certain required minimum distributions from retirement funds have been suspended.

    Retirement Financial Planning

    Government Acts to Blunt Impact of Global Pandemic

    The Federal Reserve moved swiftly in recent weeks to support the U.S. economy and help alleviate stress in the financial markets.

    Financial Planning

    Q1 2020 Market Comments

    On February 19, 2020, the S&P 500 recorded its highest ever close at just over 3386, up 4.8% for the year. 2020 was off to a cracking start and held potential promise for another great year.

    Financial Insights

    Care Act Provides Relief to Individuals and Businesses

    On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Major relief provisions are summarized here.

    Retirement Financial Planning