by Kenny | Jan 11, 2021 | Uncategorized
By Ian Berger, JD IRA Analyst There’s been some confusion about the retirement plan aspects of the COVID-19 stimulus package signed into law on December 27, 2020. One national news network has reported that the new law extends the CARES Act tax breaks for... by Kenny | Jan 10, 2021 | Uncategorized
Weekly Market Commentary 1/8/2021 -Darren Leavitt, CFA Wow-what a way to start 2021. US equity averages hit another set of all-time highs despite Washington’s political turmoil and a Democratic sweep in the Georgia Senate runoff elections. Economic data... by Kenny | Jan 7, 2021 | Weekly Newsletter
Considering annuities, insurance, new investments and delaying Social Security? With all the changes 2020 brought and a new year around the corner, it may be time to revisit traditional approaches to retirement planning. The pandemic and near-zero interest rates... by Kenny | Jan 6, 2021 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst We are just a few days into the new year, and many people are anxious to get their full IRA contributions in for 2021. However, a common question is, “It’s only the first week of the year and I haven’t received a paycheck yet. Can... by Kenny | Jan 4, 2021 | Uncategorized
By Sarah Brenner, JD Director of Retirement Education A new year brings a fresh start, and after 2020, we need that more than ever. You probably have a few resolutions for 2021. When making your list of goals for the new year, don’t overlook your IRA. Here are a few...