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Almost Nine Out of Ten Women Qualify for Social Security on Their Own
By Mark FisselPosted 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 […]
Learn MoreJuly 2020 Monthly Recap
By Mark FisselPosted 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 […]
Learn More2020 Q2 Market Recap
By Clint EdgingtonPosted 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 […]
Learn MoreThinking About a Roth Conversion This Year?
By Anne ZavagliaPosted 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 […]
Learn More2019 Tax filing deadline is July 15
By Anne ZavagliaPosted 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 […]
Learn MoreTurbulent Times: Bear Markets Come and Go
By Mark FisselPosted 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 […]
Learn MoreTapping Retirement Savings During a Financial Crisis
By Mark FisselPosted on July 1st, 2020
As the number of COVID-19 cases began to skyrocket in March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation […]
Learn MoreJune 2020 Monthly Recap
By Mark FisselPosted on June 3rd, 2020
Monthly Market Recapfrom Clint Edgington, CFA 2020 continues to be a tumultuous year. While we are still figuring out the impacts of Covid-19 we now are […]
Learn MoreMay 2020 Market Recap
By Clint EdgingtonPosted on June 2nd, 2020
2020 continues to be a tumultuous year. While we are still figuring out the impacts of Covid-19 we now are dealing with flaring tensions from […]
Learn MoreDepartment of Labor Announces E-Delivery Final Rule
By Mark FisselPosted on June 2nd, 2020
Amidst the ongoing Coronavirus situation, the Department of Labor announced final rules regarding electronic communications from retirement plan fiduciaries to their participants. These rules are […]
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