Overview
Over the past 12 months, we have endured a global pandemic resulting in numerous deaths and hospitalizations, mass layoffs, a sinking economy, and a
Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased.
The Markets (as of market close October 30, 2020)
Stocks fell for the second consecutive month in October as rising COVID-19 cases and related deaths shunted
IMPORTANT DISCLOSURES
Philippe E Berthoud and William E. Riquier offer Securities and Advisory Services through United Planners Financial
The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each
Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth:
- Durable power of
The Markets (third quarter through September 30, 2020)
July kicked off the third quarter with a bang as stocks surged throughout much of the month. Investors
When it comes to your finances, "go with your gut" might not be the wisest adage to follow. In fact, it may work against you, particularly in periods of market
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On August 18, 2020, the S&P 500 set a record high for the first time since COVID-19 ushered in a bear market on February 19. The cycle from peak to peak was
The positive run for stocks continued in August as the major market indexes regularly reached all-time highs. While investors remained bullish toward equities
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In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has never been more
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account
