On Friday, March 25 the $2 trillion “Coronavirus Aid, Relief, and Economic Security Act” (H.R. 748) also known as the CARES Act was signed into law. Below is a summary of what it and other recent government actions mean to our clients.
Reviewing strategies to preserve some of the investment fees deduction under the new tax law
On December 22, 2017 President Trump singed “Tax Cuts and Jobs Act of 2017” overhauling the nation’s tax code. Here are some highlights that will impact many of you.
Our recommendations for the steps you can take to help protect your information after the Equifax breach
Medicare premiums increase much faster than Social Security benefits
What should you budget for medical costs in retirement (don’t forget inflation!)
Why does American Funds need 17 share classes?
Second post in a series looking at college costs and their explosive growth.
First post in a series looking at college costs and their explosive growth.