Key Retirement and Tax Numbers for 2021

03/02/2021
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Key Retirement and Tax Numbers for 2021

03/02/2021
Every year, the IRS announces cost-of-living adjustments that affect retirement plan contribution limits and various tax deduction, exclusion, exemption and threshold amounts. Here are a few of the adjustments for 2021.

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.

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.

Quarterly Perspectives — Third Quarter 2020

10/09/2020
As discussed in our Midyear Outlook, our baseline scenario of a sharp rebound in economic activity followed by a long climb to full recovery appears to be playing out.