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Tuesday, July 17, 2018

The Memorial Day weekend is the beginning of the summer driving season, and — not coincidentally — often a high point in the annual ups and downs of gas prices. This year, almost 37 million drivers hit the road and faced...

 

Tuesday, July 3, 2018

Interest rates on federal student loans are set to rise for the second year in a row. This table shows the interest rates for new loans made on or after July 1, 2018, through June 30, 2019. The interest rate is fixed for the life of...

 

Tuesday, July 3, 2018

Most Americans will receive Social Security and Medicare benefits at some point in their lives. For this reason, workers and retirees are concerned about potential program shortfalls that could affect future benefits. Each year, the...

 

Thursday, June 14, 2018

In its 28th annual Retirement Confidence Survey, the Employee Benefit Research Institute (EBRI) discovered that 64% of today's workers feel very or somewhat confident in having enough money to retire comfortably, up from 60% in 2017....

 

Monday, May 14, 2018

January is typically a strong month for the municipal bond market, but 2018 began with the worst January performance since 1981, driven by rising interest rates and uncertainty over changes in the Tax Cuts and Jobs Act (TCJA).1 The...

 

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Monday, May 14, 2018

If you receive Medicare, you will be getting a new Medicare card in the mail. To help prevent fraud and fight identity theft, Medicare is removing Social Security Numbers from Medicare cards. Your new card will have a new Medicare...

 

Thursday, April 19, 2018

The IRS has released a new version of Form W-4 and a revised Withholding Calculator on irs.gov (IR-2018-36). These updated tools can help you check your 2018 tax withholding to determine if it's still appropriate following passage of...

 

Tuesday, April 10, 2018

The federal income tax filing deadline for most individuals is Tuesday, April 17, 2018. That's because April 15 falls on a Sunday, and Emancipation Day, a legal holiday in Washington, D.C., falls on Monday, April 16, this year. Need...

 

Tuesday, March 13, 2018

After reaching all-time highs on January 26, 2018, the Dow Jones Industrial Average and the S&P 500 went into a two-week slide that saw both stock indexes drop by more than 10%, a decline that is typically considered a market...

 

Wednesday, February 21, 2018

In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination...

 

Wednesday, January 3, 2018

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package that fundamentally changes the individual and business tax landscape. While many of the provisions in the new...

 

Friday, December 22, 2017

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with...

 

Monday, December 18, 2017

Our previously published alert listed 2018 Medicare Part B premium income thresholds as they were originally reported on the official Medicare website. These thresholds were subsequently corrected on Medicare.gov. The correct income...

 

Tuesday, December 12, 2017

For the one-week period ending on November 15, 2017, investors withdrew a net $4.43 billion from U.S. funds holding high-yield bonds (often called junk bonds) — the third largest exodus from such funds on record.1 The high-yield...

 

Thursday, December 7, 2017

IRA and Retirement Plan Limits for 2018 IRA contribution limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017. The maximum...

 

Tuesday, November 28, 2017

Proposed Tax Reform Legislation On November 2, 2017, House Republicans released their comprehensive tax reform plan, the Tax Cuts and Jobs Act. Then, on November 9, 2017, Senate Republicans released their own plan. The two plans have...

 

Tuesday, November 14, 2017

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises. One way to accomplish this is by setting up a cash...

 

Tuesday, October 24, 2017

November 1 Begins Open Enrollment for Health Insurance Marketplaces Beginning on November 1, 2017, individuals (including their families) may apply for new health insurance or switch to a different health-care plan through a Health...

 

Friday, October 13, 2017

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals...

 

Monday, September 18, 2017

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor's, disability, and other benefits, retirement...

 

Wednesday, August 16, 2017

Like most people, you probably don't expect to become disabled. However, according to the Social Security Administration (SSA), studies show that just over 1 in 4 of today's 20 year-olds will become disabled before reaching age 67....

 

Monday, July 10, 2017

Approximately 60 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social Security, 2016) Although most people...

 

Wednesday, June 7, 2017

When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to your family members when you die, making their financial lives easier. Your family may be entitled to...

 

Friday, January 20, 2017

As a business owner, you're going to have to decide when will be the right time to step out of the family business and how you'll do it. There are many estate planning tools you can use to transfer your business. Selecting the right...

 

Tuesday, November 15, 2016

The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to...

 

Saturday, October 15, 2016

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning...

 

Thursday, September 15, 2016

At one time, the only way you could join your company's 401(k) plan, 403(b) plan, or 457(b) plan was to put pen to paper and sign yourself up by filling out the appropriate forms. Now, though, in an effort to help participants increase...

 

Monday, August 15, 2016

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities...