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Your Business: New Rules for Writing Off Restaurant Meals

June 2021

A provision in the December 2020 stimulus bill allows businesses to deduct the full cost of food and beverages provided by a restaurant in tax years 2021 and 2022. The standard deduction for most business meals had been limited to... Read more

How Well Do You Understand Retirement Plan Rules?

June 2021

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see how well you understand some of the finer points. 1. You can make an unlimited... Read more

Is the Medicare Donut Hole Really Closed?

June 2021

You may have heard that the coverage gap for Medicare Part D prescription drug coverage — commonly known as the donut hole — closed in 2020. While it’s true that recent changes should reduce costs for many beneficiaries, the coverage... Read more

Corporate Debt: Are Juicier Yields Worth the Extra Risk?

June 2021

In response to a pandemic-induced sell-off in March 2020, the Federal Reserve announced that it would purchase corporate bonds, including riskier junk bonds, as part of its effort to stabilize the financial markets. Fed bond buying, along with a pledge... Read more

Your Business: Minimum-Wage Laws in the Spotlight

May 2021

In the November 2020 election, Florida voters approved an initiative to increase the minimum wage incrementally to $15 per hour by 2026. Eight states (plus the District of Columbia) have passed legislation to raise the minimum wage in steps to... Read more

Social Security Spousal Benefits

May 2021

More than 2.3 million Americans currently receive Social Security spousal benefits. The average benefit is almost $800 per month, and some spouses receive significantly more.1 These valuable benefits can make a big difference in funding retirement for a married couple... Read more

Portfolios Get Personal: Growing Interest in Socially Responsible Investing

May 2021

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets.1 This upward... Read more

HOT TOPIC: Rising Inflation: Where Will It Go from Here?

May 2021

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. Over the previous 12 months, the increase was 2.6%, the highest year-over-year inflation rate since August 2018. (By contrast,... Read more

Five Tips to Follow When Applying for a Mortgage

May 2021

The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even as housing prices escalated.1 Fortunately, the mortgage industry has been able to keep up with the pace of the real... Read more

Real Estate for Income and Diversification

May 2021

An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other investment funds.1 The primary appeal of REITs is the potential for a consistent income stream and greater portfolio diversification. Of course, like all... Read more

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