From the Desk of Jack Kennedy III
When it comes to investors’ decisions about the market, the election is just one factor among many.
8 Essential Documents for Your Estate Plan
Your estate plan should include more than just a will. Review the documents you’ll want to prepare and the role each one plays in carrying out your intentions.
Check These Financial To-Do’s off Your Spring Cleaning List
Mark your calendar with important deadlines for taxes, savings account contributions and required minimum distributions.
Test Your Knowledge of College Financial Aid
Financial aid is essential for many families, even more so now in light of COVID-19. How much do you know about this important piece of the college financing puzzle?
Tax Filing Information for Coronavirus Distributions
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
From the Desk of Jack Kennedy III
When it comes to investors’ decisions about the market, the election is just one factor among many.
3 Ways to Help Loved Ones During Uncertain Times
Maximize your generosity in the current environment with these gifting strategies.
Tips to Help Control Your Finances During the Pandemic
Many people intend to retire in the place they call home, where they have established families and friendships.
Seeking Sun or Savings? Explore a Retirement Move
Many people intend to retire in the place they call home, where they have established families and friendships.
Key Retirement and Tax Numbers for 2021
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2021.