Insights
An April Letter to Clients: The Covid Economy, a Year Later
This time last year, the World Health Organization recently had declared that the spread of Covid-19 constituted a worldwide pandemic.
Seven Steps for Staying Ahead of Scammers
When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone.
A Winning Combination: Tax Preparation & Planning
Many of you have started working on your 2020 tax returns, or you’re at least thinking about them. But how many of you really think about taxes when it comes to your overall financial plan?
What Happens to Your Insurance Policy When Your Insurer Sells A Block of Its Business Lines
New Retirement Daily/The Street Article by Erik Brenner
Should I Consider Doing A ROTH Conversion?
A December Letter to Clients: Some Taxing Issues and Market Round Up
I know it’s a busy time. But it’s not too soon to start thinking about taxes. In prior conversations, we have discussed year-end planning. But let’s concentrate on taxes before the new year begins.
July, 2020 Market Commentary –
A Bounce in Economic Activity and COVID-19 Cases
We are now in a recession, according to the National Bureau of Economic Research.
Eldercare Choices in the COVID-19 Era
Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.
The Pros and Cons of Early Retirement Plan Rollovers
Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement account?
Retirement insight – July, 2020
Monthly News and Information for Current and Future Retirees
Presented by Hilltop wealth solutions – June 2020
June, 2020 Market Commentary –
The Approaching Light Before the Dawn
We cannot remember a time when we’ve seen such a widespread disparity between what is happening in the economy and what is happening in the stock market.
Client Update | 5-19-2020
The CARES Act Consumer Overview.
As the United States faces the COVID-19 pandemic and business comes to a standstill, the federal government responded with tax-filing relief and a massive stimulus package. Both actions include details that may impact your retirement accounts. Here is what you need to know.
10 Important Facts about the End of the Bull Market.
Rattled By Markets, You're Not Alone.
We witnessed extraordinary moves in the financial markets the week of Monday, March 9.
5 things you need to know to ride out a volatile stock market.
When markets become volatile, a lot of people try to guess when stocks will bottom out. In the meantime, they often park their investments in cash.
Market Update on Coronavirus [3/11/2020].
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Tax Considerations for Retirees
The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.
Health Care Costs Cutting into Retirement Preparations
You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives.
