Key Retirement and Tax Numbers for 2021

03/02/2021
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Estate Planning Strategies in a Low Interest Rate Environment

03/02/2021
Low interest rates generally favor certain estate planning strategies, while it may have a detrimental effect on others. Find out which strategies might be most impacted by the current low-interest-rate environment.

2021 Economic Outlook

01/12/2021
Economic conditions at the start of a new decade changed significantly as the pandemic impacted economies across the globe.

Economic Impact Payment Round Two FAQ

12/30/2020
On December 21, 2020, Congress authorized a $900 billion coronavirus relief package to provide assistance to American consumers and businesses struggling as a result of the coronavirus pandemic. A provision of the law includes sending government payments to eligible Americans. Below you will find answers to common questions regarding the second round of economic impact payments.

Buying Supplemental Health Insurance: Medigap

12/07/2020
Medicare won't cover all of your healthcare costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap.

Life Insurance and Estate Planning

12/07/2020
Today, life insurance is a crucial part of many estate plans. Life insurance can also be used to replace wealth lost due to the expenses and taxes that may follow your death, and to make gifts to charity at relatively little cost to you.

Pension Plan Limits for Tax Year 2021

11/30/2020
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2021.