Hot Topics

  • Market Month: February 2021

    The Markets (as of market close February 26, 2021) February began on a high note as investors drew encouragement from strong fourth-quarter earnings reports and encouraging employment data. However, news was not all positive. The … Read More

  • Pandemic Relief Measures and Your Tax Return

    Two emergency relief bills passed in 2020 in response to the COVID-19 pandemic will make this an unusual tax season for many taxpayers. The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed … Read More

  • Get a Fresh Start on Your Finances in 2021

    There's no doubt about it — last year was tumultuous. The coronavirus pandemic, a contentious election, and widespread protests were just some of the events that impacted our nation in 2020. Fortunately, the … Read More

  • Federal Tax Filing Season Starts Soon

    The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021. Although tax seasons frequently begin in late January, the additional time will allow the … Read More

  • Financial Aid Changes on the Horizon

    The U.S. Department of Education has designated February as Financial Aid Awareness Month, and this year there's a lot to talk about. On December 21, 2020, Congress passed the Consolidated Appropriations Act, 2021, another … Read More

  • Market Month: January 2021

    The Markets (as of market close January 29, 2021) Stocks were able to weather the storm of events that occurred throughout January, despite investors having numerous reasons to move away from equities. The month began … Read More

  • Revisiting the 4% Rule

    Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run … Read More

  • Annual Market Review 2020

    Overview Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a contentious presidential election. Our lives and lifestyles changed, where … Read More

  • 2020 Year-End Tax Tips

    Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2021, particularly if … Read More

  • Year-End Charitable Giving

    With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when … Read More

  • The Jobs Recovery: More Work to Be Done

    In April 2020, the U.S. economy lost an astonishing 20.8 million jobs, by far the largest loss recorded in a single month dating back to 1939. To put this in perspective, the second largest monthly … Read More


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