Month: October 2020

The Social Security Administration Announces 2021 COLA

Oct 30, 2020

Social Security COLA Adjustment
What you should know about the most recent cost-of-living adjustment.

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable to more than 64 million Social Security beneficiaries in January 2021. Additionally, increased payments to more than 8 million Supplemental Security Income (SSI) beneficiaries will begin on December 31, 2020. (more…)

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Election 2020: Be Confident. Be Bold. Be Patient.

Oct 28, 2020

election 2020
Be bold, be patient, be confident.

It should come as no surprise that the economy is the most crucial issue in the upcoming election.

But here’s something that may surprise you. More than 90% of investors say they plan to change their portfolio in the 12 months following the election.1 (more…)

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Election 2020: Investing in A Dose of Patience

Oct 26, 2020

Investment Compass
A Dose of Patience

The upcoming election is prompting some people to reconsider their investing strategy.

In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential election. (more…)

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How Medigap Choices Have Changed

Oct 23, 2020

Medigap
What you need to know about Plan F and Plan G.

As many may recall, seniors who previously enrolled in Medicare are facing some changes.

Medigap Plan F might not be sold after 2020 and Medigap Plan G will be undergoing some changes. (more…)

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FAFSA Applications Open

Oct 21, 2020

FAFSA
FAFSA opportunities are often first-come, first-served.

Applications for the Free Application for Federal Student Aid (FAFSA) are now open for the academic year 2021-22. Applying for the FAFSA allows you to qualify for grants, scholarships, and other federally-sourced aid, such as work-study or student loans. The applications opened on October 1, 2020, and will be accepted until the deadline, June 30, 2022. (more…)

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Extraordinary Times Means Extra Federal Debt

Oct 19, 2020

Federal Debt
Federal borrowing has increased due to the coronavirus pandemic

America’s debt is now nearly as large as its economy. On September 2, the Congressional Budget Office announced that by the end of the 2020 fiscal year (September 30), the federal government is projected to owe debt equaling 98% of the nation’s gross domestic product. (more…)

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Election 2020: Economic Issues in the Crosshairs

Oct 16, 2020

2020 ElectionIt should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be very important to them when they cast their votes at the ballot box in just over two weeks. (more…)

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Epic Impact – Fall 2020

Oct 15, 2020

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Epic Insights – Fall 2020

Oct 15, 2020

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Financial Planning Month is Here

Oct 14, 2020

Financial Planning Puzzle Pieces
Six areas of personal finance to review

When training to become a CERTIFIED FINANCIAL PLANNER®, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas. (more…)

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More Insights

Aug 4, 2021

With overseas investments, we remind people that, “international markets carry additional risks, which include differences in financial reporting standards, currency exchange rates, political risk, foreign taxes and regulations.” The Chinese markets are no exception to that.

Aug 2, 2021

Summer jobs are a perennial aspect of the American workforce. It’s a time when teenagers are filling out applications and, in many cases, earning wages of their own for the first time. But some of what we’ve become accustomed to may be changing.

Jul 30, 2021

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth. Let’s examine a few of these.

Jul 28, 2021

Corporate earnings season has begun, and the results are turning heads on Wall Street. Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share estimates by an average of nearly 21%.1

Jul 26, 2021

Given the threat of COVID-19, seniors today may be considering their eldercare alternatives with extra caution. In addition to health factors, the cost can be an issue. According to Genworth’s 2020 Cost of Care Survey, the median annual cost of a semi-private room in a nursing home is now $90,000. A single-occupancy room may cost … Continue reading “Eldercare Choices in the COVID-19 Era”

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