Author: Lauren Stansell, CFP

Posted Jun. 24, 2021
Many people know the Medicare milestone age of 65 well. People anticipate this age as they’re approaching it (and maybe even many years before) and start thinking about all the pieces of Medicare they’ll need to sign up for, the potential premiums to expect, and...
Topics: Financial Planning

Posted Mar. 18, 2021
The American Rescue Plan, “President Biden’s plan to provide direct relief to Americans, contain COVID-19, and rescue the economy” and his first major piece of legislation, was signed into law on March 11, 2021. The American Rescue Plan includes another round of direct stimulus checks...
Topics: Economy and Investing, Financial Planning

Posted Jan. 21, 2021
President Joseph R. Biden Jr. was sworn in as the 46th President of the United States on Wednesday, January 20, 2021. But his planning and work as POTUS began long before that. Before his Inauguration, Biden proposed the American Rescue Plan, a $1.9 trillion relief...
Topics: Economy and Investing

Posted Jan. 07, 2021
Although it was expected much sooner, a new stimulus bill, The Consolidated Appropriations Act of 2021, was signed into law on December 27, 2020. The bill is a whopping 5,593 pages and includes funding for the government through September 2021. Amongst the thousands of pages...
Topics: Financial Planning

Posted Dec. 10, 2020
Although 2020 has been anything but normal, there are some normal numbers updates we confirm around this time each year. Those numbers include things like maximum IRA contribution amounts, catch-up contributions, Social Security increases, and more. Read on to see the updated numbers you can...
Topics: Financial Planning

Posted Dec. 10, 2020
As we do each year, we are in the process of completing full year-end tax planning reviews for our Clients. In addition to our standard review, we are also considering the impacts of the changes made this year in response to the pandemic, as well...
Topics: Financial Planning

Posted Aug. 20, 2020
From a young age, we learn about the importance of collaboration and how we can work better together. We think the same is true of our role in your life! We believe financial planning done right spans all aspects of life and requires close collaboration...
Topics: Financial Planning

Posted Apr. 02, 2020
The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27th. This Act is a large ($2 trillion) stimulus package aiming to help ease the economic struggles caused by the coronavirus and its effects on our citizens, communities, and...
Topics: Economy and Investing, Financial Planning
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