What’s In Store for Retirement Accounts in 2021?

2021-03-03T16:10:25-05:00December 31st, 2020|Economy, Retirement Planning|

In 2020, we saw the new SECURE Act legislation come about in response to the changing needs of America’s retirees. In 2021, we will likely see some increased retirement account contribution limits and could possibly see additional [...]

Time to Give Thanks: Charitable Giving Before the Year’s End

2021-03-03T16:10:44-05:00December 24th, 2020|Charitable Giving|

You're probably looking forward to Thanksgiving, even if it looks a bit different this year or you're not a big fan of turkey. Whatever your Thanksgiving is like this year, it’s a good time to think about [...]

Don’t Miss These End of Year Healthcare Deadlines

2021-03-03T16:11:05-05:00December 17th, 2020|Health & Wellness, Healthcare & Medicare|

An average 65-year-old couple retiring today will need an estimated $285,000 to cover their healthcare costs.24 This doesn’t even include long-term care costs, which can run as high as $253 per day on average for a private room [...]

4 Things You Can Do By the End of the Year to Help Lower Your 2020 Tax Bill

2021-03-03T16:12:48-05:00December 11th, 2020|Tax Strategies|

Here come the holidays and everything that goes with them – traveling, cooking, buying gifts, and of course, spending time with the people we love. It’s a busy time of year when finances can take a back [...]

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