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Tuesday, March 2, 2021

While many in the United States are beginning to receive vaccinations and people are starting to foresee a life after COVID-19, it remains clear that things aren’t yet back to normal. As a result, there has been a great deal of...

Tuesday, February 16, 2021

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...

Tuesday, January 19, 2021

If you are like me and don’t like to clutter your house with old papers and items that you no longer need, you might be wondering when is it safe to shred your old tax returns? The best idea is to hold on to your tax returns...

Tuesday, January 5, 2021

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

Tuesday, December 22, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

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Tuesday, December 8, 2020

This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.Many mutual funds in December pay shareholders capital gains distributions that they have...

Tuesday, November 24, 2020

Social Security plays an important role in your retirement strategy. But, don’t forget,  the amount you’ll receive depends on the age at which you file. You can start claiming benefits as early as 62, but for each...

Tuesday, November 10, 2020

Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS...

Tuesday, October 27, 2020

Have you enrolled in Medicare, or are you considering it? If so, you should know that anyone who receives Medicare is eligible to receive Medicare Part D prescription drug coverage.However, if you don’t enroll for that coverage...

Tuesday, July 28, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...