Blog and Resources
Financial news you don't want to miss.
Retirement Confidence Edges Up, With Some Optimism
June 11, 2024After falling in 2023 by the widest margin since the 2008 financial crisis, retirement confidence began to edge back up ...
Real Estate Roundup: Feeling the Impact of Higher Rates
June 04, 2024U.S. commercial real estate prices fell more than 11% between March 2022, when the Federal Reserve started hiking intere...
Tax Treatment of Home Energy Rebates
June 01, 2024The IRS has recently issued guidance on the federal income tax treatment of state-offered home energy rebates funded by ...
What Does the Future Hold for Social Security and Medicare?
May 21, 2024Each year, the Trustees of the Social Security and Medicare trust funds provide detailed reports to Congress tracking th...
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
May 14, 2024In early 2022, the IRS issued proposed regulations concerning required minimum distributions (RMDs) to reflect changes i...
Unraveling the Complex Dance of Inflation, Interest Rates, and High-Yielding Securities
May 01, 2024Recent market conditions have shown some interesting dynamics between inflation, interest rates, and high-yielding secur...
Some States Will Offer Home Energy Rebates in 2024
April 29, 2024Under the Inflation Reduction Act of 2022, two initiatives were established to provide rebates for projects focused on h...
What to Know About T+1 Trade Settlement
April 17, 2024The financial markets are constantly evolving, and a significant shift is set to take place on May 28, 2024. This is whe...
Q2 2024 Newsletter
April 11, 2024This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2024 Extreme Wea...
Tax-efficient Investing Strategies
April 11, 2024Are you looking to maximize your investment returns while minimizing your tax burden? In this video, Laurance Kersh, CFP...