Managing Money as a Couple

  When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2020.   What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you

The Social Security Administration Announces 2021 COLA

What you should know about the most recent cost-of-living adjustment.   On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for

Annual Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the

The I.R.S. Has Enhanced the 2020 RMD Waivers

Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19