President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation’s infrastructure and other projects. As part of the legislative process, the Biden administration also laid out a proposal for paying for the domestic investment. The plan includes raising the corporate tax rate to 28%… Read More

Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits. A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra money they have rather than invest. It spreads across all income levels, with a 32%… Read More

Previously, the Internal Revenue Service (IRS) announced that the federal income tax filing due date for individuals for the 2020 tax year had been automatically extended from April 15, 2021, to May 17, 2021, we wrote about it here. However, the IRS has also settled on May 17, 2021 as the deadline for contributions to… Read More

The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has made it more difficult to qualify for extended-care policies. This can be particularly challenging if you’re in a high-risk group. According to a marketwatch.com article, around 7 out of every 10 seniors are… Read More

Recently, I held a strategy meeting with a client.   It started pretty standardly, reviewing their goals and needs then reviewing account performance. Before we even had their account pulled up the client said “Oh yeah, I’ve seen the headlines, I’m sure my account is down.” I was pretty surprised by their sentiment.   We talked for… Read More

As a parent, of course you want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was. Additionally, the earlier you consider how you expect to… Read More