Timely Updates
2021
- Quarterly Market Review Q2 2021
- IRA Beneficiary Designations – Per Stirpes vs Per Capita
- Supply Chain Weak Links
- Federal Student Loan Rates to Increase
- Financial Aid Changes on the Horizon
- Quarterly Market Review Q1 2021
2020
- Annual Market Review 2020
- What will you pay for Medicare in 2021
- IRA and Retirement Plan Limits for 2021
- 2020-2021 College Cost Data
- 2020 Q3 Market Review
- 2021 Medicare Open Enrollment starts Oct. 15
- Temporary Payroll Tax Deferral - What you need to know
- IRS Clarifies COVID-19 Relief Measures for Savers
- Plan Sponsors - Coronavirus Relief Measures
- Student Loan Relief Extended
- The Shape of Economic Recovery V2.0
- 2020 Q2 Market Review
- Social Security Update 2020
- Coronavirus Affects Various Deadlines
- Small Business Relief Programs during COVID-19
- Government Acts to Blunt Financial Impact of Global Pandemic
- 2020 Q1 Market Review
- CARES Act Provides Relief
- There's Still Time to Contribute to an IRA for 2019
- Federal Student Loan Borrowers Get Expanded Relief
- Due Date for Federal Tax Returns Postponed
- The SECURE Act and Your Retirement Savings
- SECURE Act Details
- 2019 Q4 Market review
2019
- 2019-2020 College Cost Data
- 2020 IRA/Plan Limits
- Nov 1 begins the open enrollment for health insurance marketplaces
- Medicare Open Enrollment begins October 15
- 2019 Q3 Market Review
- Upside Down-What does the yield curve suggest about growth
- 2019 Q2 Market Review
- Trade War Discussion
- Social Security Trustee Report 2019
- The Fed hits the Brakes
- 2019 Q1 Market Review
- What will you pay for Medicare in 2019
- After rocky year-end, risk follows into 2019
- Annual Market Review 2018
2018
- 2018 Medicare Open Enrollment
- 2018 Q3 Market Review
- Final Chance to undo a ROTH Conversion
- 2018 Q2 Market Review
- Social Security Trustee Report 2018
- Municipal Bonds After Tax Reform
- 2018 Q1 Market Review
- Tax Cuts and Jobs Act: 529 Plans Expanded
- Tax Cuts and Jobs Act: Impact on Individuals
- Annual Market Review 2017
2017
- 2018 IRA and Qualified Plan Limits
- Junk Jitters
- What will you pay for Medicare in 2018?
- 2017 Q3 Market Review
- 2017 Medicare Open Enrollment
- The Equifax Data Breach
- Student Loan Rates 2017/2018
- What Rising Rates Could Mean for your Money
- Tax and Healthcare reform back in the spotlight
- 2017 Q1 Market Review
- 2017 ACA Essential Facts
- Financial Issues with New Administration