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Is It Time to Think About Tax-Free Income?
By Mark FisselPosted on September 30th, 2020
Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point it is likely […]
Learn MoreMedicare Open Enrollment: It’s Time to Review Your Coverage
By Mark FisselPosted on September 30th, 2020
During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be […]
Learn MoreQuestions to Consider During Open Enrollment
By Mark FisselPosted on September 30th, 2020
Open enrollment is your annual opportunity to review your employer-provided benefit options and make elections for the upcoming plan year. You can get the most […]
Learn MoreIncapacity and Advance Medical Directives
By Mark FisselPosted on September 30th, 2020
At some point in your life, you may lose the ability to make or communicate responsible health-care decisions for yourself. Without directions to the contrary, […]
Learn MoreAre You Donating to Charity this Year?
By Anne ZavagliaPosted on September 30th, 2020
Tax payers that itemize deductions on their federal income tax return can generally deduct gifts to qualified charities. The 2017 tax reform significantly increased the […]
Learn MoreSeptember 2020
By Mark FisselPosted on September 4th, 2020
Monthly Market Recap from Clint Edgington, CFA In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much permanent […]
Learn MoreAugust 2020 Market Recap
By Clint EdgingtonPosted on September 1st, 2020
In our last market update, we felt the market is constantly trying to handicap “how the COVID-19 Pandemic will be solved, when…, and how much […]
Learn MoreDOL Releases Interim Final Rule on Lifetime Income Disclosures
By Anne ZavagliaPosted on August 31st, 2020
The U.S. Department of Labor (DOL) has released their Interim Final Rule in response to the SECURE Act’s requirement that administrators of defined contribution plans […]
Learn MoreBack-to-College Insurance Needs
By Mark FisselPosted on August 31st, 2020
The COVID-19 crisis has created uncertainty about the college experience this fall, and insurance might not be at the top of your to-do list. But […]
Learn MoreAccumulating Funds for Short-Term Goals
By Mark FisselPosted on August 31st, 2020
Stock market volatility in 2020 has clearly reinforced at least one important investing principle: Short-term goals typically require a conservative investment approach. If your portfolio […]
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