Blog Articles

We discuss how you can keep more of what you earn through a comprehensive multi-year tax planning strategy

Beginning on November 1, 2020, individuals (including families) can now apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2021 health coverage ends on December 15, 2020.

At a time when your career is peaking and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents. Squeezed in the middle, you're in the "sandwich generation" — a group loosely defined as people in their 40s to 60s who are "sandwiched" between caring for children and for aging parents.

Many people are wondering why we still don’t have a vaccine for the COVID-19 virus yet, and when we will finally get one. Amid the hopeful headlines, we aren’t hearing much from the deep experts who are in the trenches trying to find an effective way to prevent the virus from lodging in our bodies. What are they saying these days?

Congress Slogs their way toward Stimulus 2.0, do stimulus payments help or hurt the economic recovery, and how do citizens spend their COVID-19 relief checks?

Mortgage rates are at all-time lows, rates are predicted to go even lower in August, and it may be worth considering refinancing your mortgage.