Roth IRAs have always been valuable tools in the retirement and legacy world. Then late in 2019, the SECURE Act …
Producer Price Index
The Producer Price Index (PPI) looks at the average change in selling prices from the viewpoint of domestic producers of …
Protecting Your Client’s Investments in the Face of Divorce
Published on FamilyLawyerMagazine.com by Diana Shepherdon, June 11, 2020 The key is to find an objective divorce financial expert who …
Job Openings and Labor Turnover Survey
The JOLTs report is the Job Openings and Labor Turnover Survey that tracks several trends in evaluating the labor market. …
U.S. Initial Jobless Claims
US Initial Jobless Claims, provided by the US Department of Labor, provides underlying data on how many new people have …
Consumer Spending and Personal Income
Consumer spending, measured by Personal Consumption Expenditures (PCE), makes up approximately two-thirds of the economy and is a direct measure …
Single Premium Immediate Annuities
A Single Premium Immediate Annuity (SPIA) is an exchange of a lump sum (premium) for a stream of income (annuity) …
Gifting Opportunities in a Low-Interest-Rate Environment
In early 2020, the Fed cut down their rate to zero to stimulate the economy. We have since learned this …
An Overlooked Opportunity to Reduce Medicare Premiums
The Social Security administration calculates Medicare premiums using a two year look back on Modified Adjusted Gross Income (MAGI). As …
Changes to Charitable Contributions
The CARES Act was signed into law on March 27, 2020 and has already become infamous for rollout issues. However, …