As 2020 is nearing the end, it's time for plan sponsors to start preparing for 2021. Here are 4 things you should take into consideration when it comes to offering benefits to your employees.
America will soon see a shift in leadership. With the Biden administration poised to take control this January, what changes regarding healthcare should we expect to see?
Election day is finally here - which means the relentless political ads, phone calls and social media posts are coming to an end. As we spend the upcoming days discussing and determining the future of our country for the next four years, it’s important to prepare for potential changes to come - specifically changes regarding your estate taxes.
The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.
Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.
Does the upcoming election mean it's time to reassess your portfolio? A historical look at presidential elections & the stock market can help you decide.