Three Things to Consider Before Your Next Trip

By Mark Fissel
Posted on August 3rd, 2020

The health and economic crisis created by the coronavirus (COVID-19) pandemic will have a long-lasting impact on how we all will travel going forward. And […]

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Could You Be Responsible for Your Parents’ Nursing Home Bills?

By Mark Fissel
Posted on August 3rd, 2020

In 26 states (and Puerto Rico), laws generally hold children financially responsible for certain debts of their parents. These laws are referred to as filial […]

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Four Things to Consider Before Refinancing Your Home

By Mark Fissel
Posted on August 3rd, 2020

Mortgage refinancing applications surged in the second week of March 2020, jumping by 79% — the largest weekly increase since November 2008. As a result, […]

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The Changing College Landscape

By Mark Fissel
Posted on August 3rd, 2020

The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything else. Not only has COVID-19 […]

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Almost Nine Out of Ten Women Qualify for Social Security on Their Own

By Mark Fissel
Posted on August 3rd, 2020

Because of a long-term rise in the employment rate for women of all ages, the percentage of women ages 62 to 64 who are fully […]

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July 2020 Monthly Recap

By Mark Fissel
Posted on July 15th, 2020

In this issue: Monthly Market Recap 2019 Tax Filing Deadline is July 15 Thinking About a Roth Conversion this Year? Turbulent Times: Bear Markets Come and […]

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2020 Q2 Market Recap

By Clint Edgington
Posted on July 2nd, 2020

The markets have quickly taken into account optimistic news on the new case counts, vaccine front, and amazing amounts of fiscal and monetary stimulus, posting […]

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Thinking About a Roth Conversion This Year?

By Anne Zavaglia
Posted on July 2nd, 2020

The low tax environment coupled with market volatility makes Roth Conversions even more appealing this year. The current tax rates are set to sunset after […]

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2019 Tax filing deadline is July 15

By Anne Zavaglia
Posted on July 1st, 2020

The Covid extended tax filing date is coming up on July 15.  Good news for those that are expecting a tax refund this year and […]

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Turbulent Times: Bear Markets Come and Go

By Mark Fissel
Posted on July 1st, 2020

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to […]

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