In this age of marriage equality, there are new possibilities.  Provided by Marc Aarons The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to […]

There are compelling reasons to adopt a wait-and-see approach. Provided by Marc Aarons   Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” The most recent reading on consumer prices put inflation back into the conversation. The Consumer Price Index […]

Several women-dominated industries were hit hardest by the pandemic.  Provided by Marc Aarons  Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically some of the most impacted by a recession.1 But with […]

Explore the different ways you can help finance the costs of higher education. Provided by Marc Aarons How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational […]

A deep dive into workers’ expectations in retirement versus actual income sources.  Provided by Marc Aarons  Will your retirement dreams match your reality? That’s perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else? For more than 30 years, the Employee Benefit […]

A Look at Non-Fungible Tokens. Provided by Marc Aarons  Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these blockchain codes are what identifies a digital “coin” and makes it tradeable to those […]

Many hopeful homebuyers are having issues securing a home.  Provided by Marc Aarons  Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it’s no surprise that many hopeful […]

What to know about your IRA, HSA, and more.  Provided by Marc Aarons  Previously, the Internal Revenue Service (IRS) announced that the federal income tax filing due date for individuals for the 2020 tax year had been automatically extended from April 15, 2021, to May 17, 2021.1 More time for all. However, the IRS has […]

Here is what you need to know. Provided by Marc Aarons Financially, many of us associate the spring with taxes – but we should also associate December with important IRA deadlines. This year, like 2020, will see a few changes and distinctions. December 31, 2021, is the deadline to take your Required Minimum Distribution (RMD) […]

As conventional extended-care policies grow costlier, alternatives have emerged. Provided by Marc Aarons  The COVID-19 pandemic has changed extended-care policies. While the specific policy information varies from company to company, in general, the pandemic has made it more difficult to qualify for extended-care policies. This can be particularly challenging if you’re in a high-risk group. […]