April 1, 2021

The American Rescue Plan Act of 2021

About a year ago, Congress passed the CARES Act, a massive $2 Trillion stimulus package designed to help boost the economy as it struggled from the […]
March 9, 2021

What are some of the items on President Biden’s agenda that could impact Retirement Plans?

First, there has been a plan discussed to replace the current tax deduction for both IRA and 401(k) plan contributions with tax credits.  This is a […]
February 2, 2021

What could President Biden’s tax-plan look like?

President Joe Biden’s promise to tax the wealthy may include an increase in how dividends and capital gains are taxed. He has called for those making […]
January 15, 2021

2020: The Year in Review

Every January, it’s customary to look back at the year that was.  What were the highlights?  What were the lowlights?  What events will we always remember? […]
November 3, 2020

In the year that has been so improbable, the impossible has happened.

That quote came from legendary Los Angeles Dodgers’ announcer, Vin Scully, on October 15, 1988, after Kirk Gibson hit a walk-off, game-winning home run in Game […]
October 1, 2020

Has Covid-19 affected Social Security and Medicare?

Unfortunately . . . yes! Let’s start with the OASDI (the “Old Age, Survivors, and Disability Insurance” program) report that came out at the very beginning […]