The global economy can seem like an abstract concept, yet it influences our everyday lives in both obvious and subtle ways. Nowhere is this clearer than in the current economic state amid the throes of the pandemic.
VISUALCAPITALIST.COM
The $88 Trillion World Economy in One Chart
Vinyl records have outsold compact discs for the first time in 34 years
FASTCOMPANY.COM
Vinyl records outsell CDs for the first time since 1986
The U.S. Department of Veterans Affairs (VA) is about to increase the scope of its Program of Comprehensive Assistance for Family Caregivers (PCAFC) to include eligible veterans who suffered serious injury in the line of duty on or before May 7, 1975.
MARKETWATCH.COM
The VA has expanded aid to cover caregivers for Vietnam vets at a crucial time in the pandemic
How to be happy in 6 simple steps
FORBES.COM
How To Be Happy In 6 Simple Steps
6 essential components of a sound business plan
FORBES.COM
Six Essential Components Of A Sound Business Plan
The SBA this week released another interim final rule that adds even more complexity to certain areas of forgiveness.
FORBES.COM
New PPP Rules From SBA Aimed At Clarifying Loan Forgiveness
The first hurdle many people face when deciding about Medicare coverage is simply understanding how the various parts fit together.
MARKETWATCH.COM
What are Medicare Advantage plans, and are they worth the risk?
For those considering exploring your Medicare options, here are 11 essential things you must know about this complicated federal health insurance program.
KIPLINGER.COM
Medicare Basics: 11 Things You Need to Know | Kiplinger
Climate change exists — and it’s going to have a major impact on how it affects portfolios and the way in which we invest.
MARKETWATCH.COM
Where to invest when climate change forces a tax on carbon and oil is no longer widely used
Are you financially astute? Take this short quiz to see how you stack up to the "big three" of financial literacy with questions about interest rates, inflation and diversification.
MARKETWATCH.COM
Hope to retire someday? See if you can answer these six simple questions
For investors who are considering changing approaches because of the election, remember that market growth is about participation, not timing.
MARKETWATCH.COM
Should you change your investments because it’s an election year?
Looking for a social-distancing-friendly spot to visit near you? From secret beaches to drive-through safaris, check out this list of destinations in every state
MARKETWATCH.COM
Itching to get away? Here are the best destinations in every state to keep your social distance
For entrepreneurs, planning and execution are critical. Small business loans are no exception.
FORBES.COM
What Small Business Owners Should Know About Getting A Loan
Holidays in the time of the coronavirus come with many questions and awkward conversations attached. Here are some helpful tips for navigating holiday gatherings this year:
TODAY.COM
How to navigate holiday family gatherings in the age of COVID-19
There are many tools for minimizing or deferring your capital gains, but a properly established complex trust may enable you to have a more efficient tax structure
FORBES.COM
Council Post: Eliminating Capital Gains Tax Using A Complex Trust
When do you need your estate plan to “go to work” for you? While you may think the right answer is “after I die,” the actual answer is “if I lose the ability to manage my own affairs.”
MARKETWATCH.COM
Does your estate plan use the right type of Power of Attorney for you?
Eldercare is rarely easy, even for the experts.
MARKETWATCH.COM
Struggling with how to care for your elderly loved ones? These experts can help
There are many different solutions, and comparing them can be hopelessly complex. By all means you should consult with a qualified financial planner who is skilled in analyzing the pluses and minuses.
MARKETWATCH.COM
How retirees should invest in a time of record-low interest rates
There are some wrinkles you need to be aware of, especially if there are big gaps in age or income between you and your spouse.
MARKETWATCH.COM
When it comes to Social Security, these strategies can pay off for married couples
Perfect for a moment when people are craving the outdoors more than ever, this year’s list included a number of natural locations. What's on your travel bucket list?
FORBES.COM
Bucket List Travel: Top 10 Places In The World And Top 29 In The U.S.
Aging in place is widely popular, however some overlook that stay-in-home costs could increase because you may need more care as you age. Here are 6 things to consider:
MARKETWATCH.COM
The problems with ‘aging in place’
The topic of taxes and retirement income is vitally important for your retirement planning. If you're not considering it, it's time to start planning.
MARKETWATCH.COM
Your guide to the tricky tax rules of retirement
Two factors make this year an opportune time to consider succession and wealth planning:
KIPLINGER.COM
Now’s the Time for Estate Tax Planning | Kiplinger
Here are the latest CDC guidelines on holiday gatherings
MARKETWATCH.COM
Is it safe to have Thanksgiving with family? Here are the latest CDC guidelines on holiday gatherings
4 tell-tale signs you're providing real, unrivaled value to customers
FORBES.COM
4 Tell-Tale Signs You’re Providing Real, Unrivaled Value To Customers
How to create better financial habits - no matter what's going on in the world
MARKETWATCH.COM
How to create better financial habits — no matter what’s going on in the world
For better or worse, these moments in time with new technologies have had lasting impact. Which was the most defining for you?
FASTCOMPANY.COM
25 moments in tech that defined the past 25 years
These are the numbers for the tax year 2021 beginning January 1, 2021. They are NOT the numbers and tables that you’ll use to prepare your 2020 tax returns in 2021. These are the numbers that you’ll use to prepare your 2022 tax returns in 2022.
FORBES.COM
IRS Releases 2021 Tax Rates, Standard Deduction Amounts And More
Post-election 2020: Where investors need to focus now
COLUMBIATHREADNEEDLEUS.COM
Biden passes 270. What does it mean for investors?
What to expect and key steps to take if you’re a caregiving newbie
NEXTAVENUE.ORG
When Caregiving Is Part of Retirement: Pro Tips
Three promising technologies are the frontrunners for developing a vaccine. Which will get there first? Will they be effective? #chartonthego
COLUMBIATHREADNEEDLEUS.COM
Chart: The race toward a COVID-19 vaccine
With the holidays approaching, ensure the older adults in your lives are routinely connecting with people and participating in beloved activities. This article shares a few tips for engaging with each other at a distance.
NEXTAVENUE.ORG
Plan Ahead. Help Your Older Loved Ones Avoid Depression This Holiday Season
These technologies allow you to shop with friends, without leaving the house
MARKETWATCH.COM
These technologies allow you to shop with your friends — without leaving the house
The universal charitable deduction may allow non-itemizers to claim a tax break of up to $300 when you file taxes in 2021.
MARKETWATCH.COM
There are many reasons to donate to charity this Giving Tuesday — but here’s a little added tax incentive
The Biden administration could shift #taxes for both individuals and corporations. Here’s how:
COLUMBIATHREADNEEDLEUS.COM
Election 2020: How a Biden win could change the investment environment
This article walks through the tax treatment of home office-related expenses for employees and contractors while working from home. As always, be sure to consult a tax professional with any questions.
KIPLINGER.COM
Tax Wrinkles for Work-at-Home Employees During COVID-19 | Kiplinger
You’ll likely never know which ones in particular might do well over a given time frame, and you can’t necessarily predict the macroeconomic forces that will shape the track down which they all race.
FORBES.COM
When It Comes To Markets, Nobody Knows What Is Happening
How to shop smart in a new world of changing consumer habits
MARKETWATCH.COM
How to shop smart in a new world of changing consumer habits
President-elect Biden could shake up tax rates and affect specific sectors. Here’s an at-a-glance view of how his administration could change things.
COLUMBIATHREADNEEDLEUS.COM
Election 2020: How a Biden win could change the investment environment
How well do you really know these classic holiday tunes?
AARP.ORG
Christmas Music Quiz: How Well Do You Know Your Carols?
How the U.S. could be smarter about insuring against extreme weather-related disasters
MARKETWATCH.COM
How the U.S. could be smarter about insuring against extreme weather-related disasters
Are you achieving all you are capable of?
FORBES.COM
Are You Achieving All That You Are Capable Of?
Innovation or growth: how to plan your market strategy for next year
FORBES.COM
Council Post: Innovation Or Growth: How To Plan Your Market Strategy For Next Year
"It's not just what you know but how you feel about what you know." The more knowledgeable you and your parents are about money matters, the greater the chance of being confident about financial literacy.
NEXTAVENUE.ORG
Connecting Financial Literacy to Cognitive Health and Alzheimer's
The resources landscape is shifting for small business owners
NYTIMES.COM
For Small-Business Owners, a Shifting Landscape of Resources
Let’s use the New Year as a catalyst to clean out our closet of mental stress
FASTCOMPANY.COM
Why (and how) your resolutions should look different this year
Use these 10 tips to help choose the right cause for your business to support
FORBES.COM
Council Post: Choose The Right Cause For Your Business To Support With These 10 Tips
Here are some steps to take to help ensure your children become financially independent
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
By getting a handle on these changes, you'll be able to start early with tax planning and put yourself in position to save as much as you can on your tax bill.
FOOL.COM
What Are the Key IRS Tax Changes for 2021? | The Motley Fool
Your support to the people and causes that need it most can make a great impact. See how both you and charities can benefit from charitable giving.
MONEY.USNEWS.COM
5 New Rules for Charitable Giving
New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos
CNBC.COM
10 financial New Year's resolutions to set now and achieve in 2021
New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos
CNBC.COM
10 financial New Year's resolutions to set now and achieve in 2021
New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos
CNBC.COM
10 financial New Year's resolutions to set now and achieve in 2021
For those who are repaying their student loans, here are 5 things that could change in 2021:
FORBES.COM
5 Student Loan Changes For 2021
Here are some alternatives to resolution-setting that boost our confidence, happiness and productivity:
FASTCOMPANY.COM
7 alternatives to setting resolutions for 2021
New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos
CNBC.COM
10 financial New Year's resolutions to set now and achieve in 2021
Money talks are important, but kids learn even more when they apply those lessons to real-life purchasing decisions.
MARKETWATCH.COM
The financial lessons of the ’90s aren’t going to cut it for your kids—here’s what they really need to learn about money
For those who are repaying their student loans, here are 5 things that could change in 2021:
FORBES.COM
5 Student Loan Changes For 2021
Here are some alternatives to resolution-setting that boost our confidence, happiness and productivity:
FASTCOMPANY.COM
7 alternatives to setting resolutions for 2021
New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos
CNBC.COM
10 financial New Year's resolutions to set now and achieve in 2021
Give your 401 (K) a checkup
USATODAY.COM
Preparing for retirement: Give your 401(k) a 2021 checkup in 5 simple steps
What it cost to retire comfortably in each state
USATODAY.COM
Want to retire comfortably? Mississippi, Arkansas are among states where you need least retirement savings
Money talks are important, but kids learn even more when they apply those lessons to real-life purchasing decisions.
MARKETWATCH.COM
The financial lessons of the ’90s aren’t going to cut it for your kids—here’s what they really need to learn about money
For those who are repaying their student loans, here are 5 things that could change in 2021:
FORBES.COM
5 Student Loan Changes For 2021
Here are some alternatives to resolution-setting that boost our confidence, happiness and productivity:
FASTCOMPANY.COM
7 alternatives to setting resolutions for 2021
Retirment Expenses to be prepaired for in your budget.
USATODAY.COM
Taxes, health care and long-term care: These retirement expenses could bust your budget
Prioritizing your 401 (k) Roth IRA and HSA contributions
USATODAY.COM
Overwhelmed by retirement planning? Here's how to prioritize your 401(k), Roth IRA and HSA contributions in 2021.
Give your 401 (K) a checkup
USATODAY.COM
Preparing for retirement: Give your 401(k) a 2021 checkup in 5 simple steps
What it cost to retire comfortably in each state
USATODAY.COM
Want to retire comfortably? Mississippi, Arkansas are among states where you need least retirement savings
Money talks are important, but kids learn even more when they apply those lessons to real-life purchasing decisions.
MARKETWATCH.COM
The financial lessons of the ’90s aren’t going to cut it for your kids—here’s what they really need to learn about money
For those who are repaying their student loans, here are 5 things that could change in 2021:
FORBES.COM
5 Student Loan Changes For 2021
https://bit.ly/3uetaPk
USATODAY.COM
Before you file your taxes make sure you know how much was your stimulus payout
Time is one of the greatest assets you have
USATODAY.COM
How to calculate a tax holding period for stock investments
USATODAY.COM
IRS tax season 2021 starts Friday: From stimulus checks to unemployment benefits, here's what you need to know.
The SBA has provided additional details about the targeted advances that are part of the new round of COVID-19 EIDL. The new program will be eligible only to businesses located in low-income communities that can demonstrate a 30% reduction in revenue during an 8-week period beginning on 3/2/2020 or later.
FASTCOMPANY.COM
SBA targeted advance: What small businesses need to know about the disaster loan program for 2021
Retirment Expenses to be prepaired for in your budget.
USATODAY.COM
Taxes, health care and long-term care: These retirement expenses could bust your budget
Prioritizing your 401 (k) Roth IRA and HSA contributions
USATODAY.COM
Overwhelmed by retirement planning? Here's how to prioritize your 401(k), Roth IRA and HSA contributions in 2021.
Grandparents may be able to help lower their adult child's stress of paying for college even if they have little money but plenty of time.
NEXTAVENUE.ORG
How Grandparents Can Help Pay for College - Next Avenue
Listen to your ears. They may be telling you something!
NEXTAVENUE.ORG
Five Things Your Ears May Be Telling You
https://bit.ly/3uetaPk
USATODAY.COM
Before you file your taxes make sure you know how much was your stimulus payout
Time is one of the greatest assets you have
USATODAY.COM
How to calculate a tax holding period for stock investments
USATODAY.COM
IRS tax season 2021 starts Friday: From stimulus checks to unemployment benefits, here's what you need to know.
The SBA has provided additional details about the targeted advances that are part of the new round of COVID-19 EIDL. The new program will be eligible only to businesses located in low-income communities that can demonstrate a 30% reduction in revenue during an 8-week period beginning on 3/2/2020 or later.
FASTCOMPANY.COM
SBA targeted advance: What small businesses need to know about the disaster loan program for 2021
Do you have a plan in place for the day you’re no longer able to support your child with special needs? Learn how you can protect with a special needs trust. https://bit.ly/38WsrZj
FORBES.COM
Making Trusts for Special Needs Children
The only question now is: How much will gas prices rise as optimism about the pandemic’s end grows?
FASTCOMPANY.COM
Why are gas prices rising? Here’s the weird but simple reason you’re paying more right now
Grandparents may be able to help lower their adult child's stress of paying for college even if they have little money but plenty of time.
NEXTAVENUE.ORG
How Grandparents Can Help Pay for College - Next Avenue
Listen to your ears. They may be telling you something!
NEXTAVENUE.ORG
Five Things Your Ears May Be Telling You
https://bit.ly/3uetaPk
USATODAY.COM
Before you file your taxes make sure you know how much was your stimulus payout
Time is one of the greatest assets you have
USATODAY.COM
How to calculate a tax holding period for stock investments
https://bit.ly/3e7LCUe
USATODAY.COM
How to claim missing stimulus payments with the Recovery Rebate Credit on your 2020 tax returns
Do you have a plan in place for the day you’re no longer able to support your child with special needs? Learn how you can protect with a special needs trust. https://bit.ly/38WsrZj
FORBES.COM
Making Trusts for Special Needs Children
The only question now is: How much will gas prices rise as optimism about the pandemic’s end grows?
FASTCOMPANY.COM
Why are gas prices rising? Here’s the weird but simple reason you’re paying more right now
Grandparents may be able to help lower their adult child's stress of paying for college even if they have little money but plenty of time.
NEXTAVENUE.ORG
How Grandparents Can Help Pay for College - Next Avenue
https://bit.ly/3kfc27f
USATODAY.COM
Social Security and divorce: 7 myths about claiming your ex's benefits
What to do if you have massive capital gains on a stock
USATODAY.COM
So you made money on a short squeeze: What to do if you have massive capital gains on a stock
https://bit.ly/3rzT66o
BIT.LY
Bitly | Forbidden | 403
Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down.
MARKETWATCH.COM
37 states don’t tax your Social Security benefits — make that 38 in 2022
https://bit.ly/3e7LCUe
USATODAY.COM
How to claim missing stimulus payments with the Recovery Rebate Credit on your 2020 tax returns
Do you have a plan in place for the day you’re no longer able to support your child with special needs? Learn how you can protect with a special needs trust. https://bit.ly/38WsrZj
FORBES.COM
Making Trusts for Special Needs Children
Student loans can be crippling, as can getting to retirement without enough money saved for your future. #Millennials
MARKETWATCH.COM
How to balance paying student debt with saving for retirement
USATODAY.COM
Social Security income isn't enough: Here are 3 strategies to maximize what you get
https://bit.ly/3kfc27f
USATODAY.COM
Social Security and divorce: 7 myths about claiming your ex's benefits
What to do if you have massive capital gains on a stock
USATODAY.COM
So you made money on a short squeeze: What to do if you have massive capital gains on a stock
https://bit.ly/3rzT66o
BIT.LY
Bitly | Forbidden | 403
Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down.
MARKETWATCH.COM
37 states don’t tax your Social Security benefits — make that 38 in 2022
https://bit.ly/3roiGKo
USATODAY.COM
Investing in stocks: Here's what the stock market was worth the year you were born
https://cnb.cx/319SFDU
CNBC.COM
Here's how much Americans have saved in their 401(k)s at every age
Student loans can be crippling, as can getting to retirement without enough money saved for your future. #Millennials
MARKETWATCH.COM
How to balance paying student debt with saving for retirement
USATODAY.COM
Social Security income isn't enough: Here are 3 strategies to maximize what you get
https://bit.ly/3kfc27f
USATODAY.COM
Social Security and divorce: 7 myths about claiming your ex's benefits
What to do if you have massive capital gains on a stock
USATODAY.COM
So you made money on a short squeeze: What to do if you have massive capital gains on a stock
