Newsletters

  • WHERE’S MY DEDUCTION?
    September 8, 2020

    In the timeless children’s book Are You My Mother?, a baby bird goes in search of his mother. When a mother bird’s egg starts to jump, she hurries off to make sure she has something for her little one to eat. But as soon as she’s gone, out pops the baby bird. He immediately sets

  • DEMYSTIFYING HOW THE CARES ACT AND IRS HAVE CHANGED 2020 REQUIRED MINIMUM DISTRIBUTIONS (RMDs)
    August 11, 2020

    Congress often gets chided (and justifiably so) for moving at the speed of a glacier, but there are times when they do act with deliberate speed. The CARES Act was one of those times. They acted quickly to pass legislation that increased the size of loans that participants can take from retirement plans (from a

  • RETIREMENT – IS IT POSSIBLE IN A POST-COVID WORLD?
    August 10, 2020

    Tens of millions of Americans are out of work while the stock market’s wild swings are making you dizzy, and you wonder… what are the rules of retirement in this new world we now live in? Has there really been a shift in the tried and true rules to a secure retirement? The answers are

  • DERAILED RETIREMENT STORIES – BAD PLANNING, BAD LUCK OR BOTH?
    August 10, 2020

    Every day, 10,000 Americans turn 65. Life spans are lengthening and the contingent medical bills that inevitably accompany old age rise as well. Half of American families in the 56 – 61 age bracket had less than $21,000 in retirement savings (based on a study by the Economic Policy Institute). Will our safety nets (Medicare,