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.
Investment Management Fees Under The New Tax Law
Reviewing strategies to preserve some of the investment fees deduction under the new tax law
Tax Reform Summary
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.
Equifax Security Breach: What to do
Our recommendations for the steps you can take to help protect your information after the Equifax breach
Increases in Medicare Premiums vs. Social Security Benefits
Medicare premiums increase much faster than Social Security benefits
Healthcare Costs in Retirement
What should you budget for medical costs in retirement (don’t forget inflation!)
Share Classes Galore
Why does American Funds need 17 share classes?
College Finances II – Do [Tuition] Trees Grow to the Sky?
Second post in a series looking at college costs and their explosive growth.
College Finances I – What Does It Cost Today
First post in a series looking at college costs and their explosive growth.