Aspects of your financial life to review as the year draws to a close. The end of the year can help remind us of last-minute things we need to address and…
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Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you turn…
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Numbers to know for the new year. On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there…
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Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new…
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Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group There is no doubt an attention shortage on the current Presidential election. The details of which candidate will win has…
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Social Security beneficiaries will see a modest increase in the 2021 cost-of-living adjustment (COLA). The 2021 adjustment of 1.3 percent will increase benefits for roughly 70 million Social Security beneficiaries resulting…
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Guest Post by Ned Davis Research Global manufacturing continued to show strong signs of recovery in September following the COVID-induced lockdowns earlier in the year, giving us further signs that the…
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In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, which provided a six-month automatic payment suspension on federal student loans through September 30, 2020. In August,…
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In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation. THE QUARTER IN BRIEF The…
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Six areas of personal finance to review. When training to become a financial professional, much of the course work centers on the six critical areas of creating a financial strategy. Some…