What You Need to Do Leading Up to Retirement
Thinking about retiring soon? Make sure you’re prepared for the big transition by watching our What You Need to Do Leading Up to Retirement webinar, now available on-demand.
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Social Security Taxation Worksheet
Did you know your Social Security benefits can be taxed? That’s right – up to 85% of your Social Security benefits, money that you put away over your entire career, could be subject to taxation when you receive the benefits in retirement. Our worksheet helps you figure out if you owe, and h …
Market Commentary: Supply Chain Issues Negatively Affected GDP and Housing in Q2, June
Supply chain issues continued to constrain economic growth and housing. U.S. GDP grew 6.5% in the second quarter, falling 2.0% short of expectations. Strong consumer demand created a surge in purchases. Production didn’t match demand, and the corresponding drop in inventories robbed more t …
5 Risk Factors to Watch in the Third Quarter of 2021
Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.
Market Commentary: Economy Reacts to Recent Upward Trends in COVID Cases, Unemployment Claims and Stocks
The more contagious Delta variant has contributed to a 172% increase in U.S. COVID-19 cases over the last two weeks. The spike is raising concerns some social distancing measures may be reenacted. Initial jobless claims are increasing. Last week claims jumped above 400,000 after staying bel …
Market Commentary: U.S. Stocks Struggle as Inflation Jumps; China’s Economy Continues to Rebound
Two big economic releases in the U.S. and a series of economic data in China highlighted a challenging week for U.S. stocks. Inflation surged 0.9% and has now increased 5.4% over the last year (Figure 1). The U.S. Consumer Price Index increased more than expected, led by large spikes in use …
What to Consider if You Receive the Monthly Child Tax Credit Payments
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
