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Financial Planning » 10 Financial New Year’s Resolutions for 2021
January 08, 2021 | Financial Planning
The start of a new year goes hand in hand with making resolutions, and financial health tends to be one of the most popular topics. Although not all new year’s resolutions are successful, the list below should give you a good idea on how to keep financial resolutions throughout this year and …
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IndividualsFinancial Planning » A First Glance at the Latest COVID-19 Relief Bill
December 31, 2020 | Financial Planning
Signed into law on December 27, the newest COVID-19 relief bill, formally known as the Consolidated Appropriations Act, 2021, is by far the largest bill ever enacted at well over 5000 pages. Not only does it provide an array of new relief measures, but it also includes the government omnibus …
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Financial Planning » Medicare Open Enrollment
October 15, 2020 | Financial Planning
The annual Medicare Open Enrollment period starts this week on October 15th, 2020 and runs until December 7th, 2020. During this period, individuals already enrolled in Medicare Part A & B (see below to understand the different parts of Medicare), either via original Medicare or a Medicare …
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Individuals
Library » Cash Balance Plans for Owner-Only Businesses
October 02, 2020 | Financial Planning
There are over 26 million owner-only businesses in the nation today. Many of these businesses can benefit from substantially increased retirement savings through the use of cash balance or traditional defined benefit plans. In general, an owner-only business consists exclusively of owners, …
Financial Planning » The 2020 Elections And Your Financial Plan
October 01, 2020 | Financial Planning
The 2020 elections are a little more than a month away, and the outcomes in the ‘battleground states’ and Senate remain very much in doubt. Many polls show former Vice President Joe Biden with a narrow overall lead over President Trump, but, as we learned in 2016, election results are …
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IndividualsFinancial Planning » College Planning 101 Questions & Answers with Jodi Atkin
September 18, 2020 | Financial Planning
Jodi Rosenshein Atkin is an independent college admissions counselor in private practice, working with students throughout the United States. She provides personalized guidance to students and families throughout the college choice process, helping them find a "best fit" academically, …
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IndividualsFinancial Planning » Webinar: Planning for College During COVID-19
August 28, 2020 | Financial Planning
Navigating the college application process is challenging under normal circumstances – add a pandemic into the mix and it’s enough to make your head spin. Watch as our panel of experts discuss strategies for young adults preparing for college and beyond, as well as timely …
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IndividualsFinancial Planning » Rollover Reminder: Deadline Approaching
August 17, 2020 | Financial Planning
As the end of August quickly approaches, it’s worth reminding retirement account owners and beneficiaries that they have until the end of the month to return (rollover) any Required Minimum Distribution (RMD) amounts withdrawn so far in 2020. Individuals should also ensure that they’ve …
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Individuals
Financial Planning » 3 Important Considerations When Drafting Your Will
August 11, 2020 | Financial Planning
We often think of August as the “dog days of summer,” but did you know it’s National Make A Will Month? While I didn’t, I can understand why a month has been dedicated to raise awareness about making a will. A will is the most important document in an estate plan because it’s the primary …
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Individuals
Financial Planning » Take Advantage of the Extended Tax Deadline
July 07, 2020 | Financial Planning
In response to the Coronavirus pandemic, on March 21, 2020, the Internal Revenue Service (IRS) automatically extended the federal income tax filing due date from April 15, 2020, to July 15, 2020. While talks fell short of extending the deadline past July 15th, the IRS urges taxpayers to request …
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Individuals