Numbers to know for the new year. Provided by Jeff Gielau, ChFC, On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note....
What role should taxes play in your investment decisions? Provided by Jeff Gielau, ChFC Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested...
In this week’s recap: Mixed signals lead to a choppy week. THE WEEK ON WALL STREET The crosscurrents of strong corporate earnings, rising global cases of COVID-19, and the specter of higher capital gains taxes led to a choppy week of trading that left stock prices...
Some life and financial factors that can sometimes be overlooked. Provided by Jeff Gielau, ChFC We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may...
Have you walked out to your mailbox yet today? Chances are, this time of year, there may be a heartfelt and well-meaning message to you, asking you to give to a certain charity. The holidays are a reflective time of year, when people take stock of religious and moral...
