Blog and Resources
Financial news you don't want to miss.
Why Did Retirement Confidence Falter in 2023?
August 12, 2023In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute foun...
Exploring 401(k) Account Options During a Layoff
August 10, 2023Finding yourself suddenly unemployed can be devastating and to add to the complexity of the situation, you may not know ...
Is This Bull Timid or Ready to Charge?
July 10, 2023On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of ...
Q3 2023 Newsletter
July 01, 2023This newsletter edition contains the following articles of interest: How Taxes Impact Your Retirement-Income Strategy Yo...
SOFR: Secured Overnight Financing Rate
June 08, 2023In our latest educational series video, Andrew Samalin talks about SOFR, Secured Overnight Financing Rate: what it is, h...
Will AI Upend the American Workforce?
June 07, 2023A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since i...
Fiscal Responsibility Act of 2023
June 06, 2023The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January ...
New Clean Vehicle Tax Credit Guidance Issued
May 16, 2023Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean v...
IRS Rule 72(t)
May 10, 2023In our latest educational series video, Andrew Samalin talks about an obscure IRS code section called Rule 72(t), which ...
Q2 2023 Newsletter
April 01, 2023This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2023 Business Ow...