Choosing an advisor who is also a CPA is an easy way to ensure your advisor is a trusted financial professional who will always be acting in your best interest.
New College Cost Data for 2020-2021 School Year
Every year, the College Board releases updated college cost data and trends in its annual report.
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.
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.
Watch Out For Coronavirus Scams
The FTC has received over 20,000 COVID-19 related complaints since January 1, 2020.
CARES Act: Retirement Plan Relief Provisions
For those seeking to preserve their retirement funds, certain required minimum distributions from retirement funds have been suspended.
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.
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.