During last month’s blog, The Ultimate Mid-year Tax Planning Guide for 2021, we detailed the considerations you should be proactively monitoring to set yourself up for a successful 2022 tax season. The purpose of this blog is to expand the mid-year considerations beyond taxes and into the other areas of your financial life.
With the halfway point of the year quickly approaching, now is a great time to start focusing on mid-year tax considerations. While it probably feels like you just filed your 2020 return, setting aside some dedicated time for mid-year tax planning can help you save on your 2021 tax bill and eliminate surprises when it comes time to file next year.
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.
With 2020 coming to a close, it is important to ensure year-end planning items are completed before December 31.
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.
Warren Buffett was on CNBC last week just as the market rout due to coronavirus concerns was escalating. Asked about the situation, his advice for investors was timely:“Don’t buy or sell your business based on today’s headlines.”
Stocks sell-off. It is an inevitable, even healthy feature of stock markets. Currently, markets are moving lower due to fears that the Coronavirus will slow down the global economy.