Blog
Explore how rising Treasury yields, inflation concerns, and sector rotation shaped markets in February 2021. Learn why Value stocks surged and bonds struggled.
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The IRS extended the tax filing deadline to May 17. Discover Bruce and Peg’s expert tips on how to use the extra time to reduce stress and maximize your tax return.
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Learn how the CARES Act recovery rebate works, who qualifies, how much you could receive, and how to maximize your payment based on your AGI and tax filing status.
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Long-term care can be costly and emotionally taxing. Learn how to plan ahead with LTC insurance, understand care options, and protect your retirement savings.
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Use life insurance for estate planning to pay estate taxes and avoid probate through irrevocable life insurance trusts, charitable planning, and survivorship life insurance.
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Starting in 2022, new IRS life expectancy tables reduce required minimum distributions (RMDs), helping retirees stretch retirement savings and lower tax burdens. Learn more.
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Financial planning is like football—strategy matters. Learn how to build a winning financial game plan with smart investing, backup plans, and expert guidance.
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Laid off at 60? Learn smart financial and career strategies to navigate job loss near retirement. Explore budgeting tips, new career paths, and retirement planning advice.
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Learn how to gift assets to loved ones tax-efficiently. Explore annual gift limits, tax-free strategies for education and medical expenses, and smart ways to avoid gift taxes.
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Executive Summary While interest rates have stabilized for now, inflation remains elevated, and uncertainty remains. The global economy continues to slow, while central banks worldwide attempt to rein in inflation. As near-term risks remain elevated, we believe recession risk remains moderate, and investors should refrain from making rash investment timing decisions.
