Developing the right savings strategy for retirement can be a confusing process. After working with clients for several decades, we've found there is still a tremendous amount of mystery around where people should be saving. More importantly, understanding the general tax treatment for the savings vehicles they rely on to help them reach their retirement goals.
It’s hard to believe a year has passed, but we are now looking through a more hopeful lens as vaccines are being distributed. Even so, many Americans are still facing real struggles from the pandemic. In response, the $1.9T American Rescue Plan was passed to offer fiscal relief and economic stimulus.
So, what does the $900 Billion Covid-19 stimulus package mean for you? Here is a quick summary of the highlights.
While year-end chatter typically revolves around market prognosticators and analysts making predictions about what will happen next year (how did that work out in 2020?) we would like to take time to reflect on how we helped clients navigate a historical year for the markets and economy.
A very common question those approaching retirement ask is “what changes should I make to my investment portfolio, and when”?
In the final installment of our Medicare blog series we will discuss the remaining core aspects of Medicare, Part D (drug coverage) and Medigap Policies (supplemental insurance). We will save a discussion on Medicare Advantage plans (an alternative to all of the above) for a future post.
Last week, a key warning signal of a recession started flashing, prompting headlines and a temporary bout of stock market volatility. This signal is the yield curve, or the difference between long-term Treasuries and short-term Treasuries.