Market Commentary - November 22nd, 2019
Doubts surrounding the ‘phase 1’ trade deal with China, escalating impeachment hearings, and a generally overbought market were enough to halt the S&P 500 weekly winning streak at...
Medicare Open Enrollment Begins October 15
The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage...
Charitable Giving After Tax Reform
Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you'll be affected by these...
The Dent of Debt In Your Retirement
We recently wrote an article about unanticipated factors in your retirement equation. We discussed the “how much you have when you retire” minus “how much you will need in...
