RMD Last month, we posted information about how the SECURE Act has increased the age for required minimum distributions (RMDs) from 70-1/2 to 72 starting this year, 2020. If you turned age 70-1/2 in 2019, your RMDs were required for the 2019 tax year, and WILL BE required for 2020, 2021 and every year

Stock Market Volatility Obviously, many of our clients are worried about the news, the headlines about coronavirus, and the drops in the stock market happening at the time of this writing. As you know, our firm focuses a lot of attention on protecting your savings as you near retirement. But

The Cares Act The $2 trillion coronavirus economic stimulus bill is the single largest relief legislation in U.S. history, aimed at providing help for individuals and businesses affected by the outbreak. It was signed into law on March 27, 2020. The CARES Act is also known as “Phase III,” because

Here are six things you need to know if you or a family member has been furloughed—or laid off—from their job A furlough is an unpaid leave of absence. You don’t report to work, you don’t get paid, and you may lose some of your benefits. Getting fired or laid

Executive Summary Over the course of the holidays and following weeks, we have spent a great deal of time reading forecasts for 2021 from leading economists, financial research institutions, and other experts. Coming off one of the most challenging economic years in history due to COVID-19, we felt it necessary