Guess What? Your Enneagram Type Says This About Your Spending Habits
Enneagram Types have gained popularity in recent years - but did you know they could clue you in to how you spend your money?
Happy Birthday to the SECURE Act!
On December 20, 2019, President Trump signed into law the SECURE Act. The onset of the pandemic led Congress last March to also pass the CARES Act, which has overshadowed the SECURE Act. For those of you who may have forgotten, here’s a refresher course on the most important SECURE Act changes.
Dubious Multi-Layered CRD Tax Strategy
Recently we became aware of a multi-layered tax strategy that we think is a bridge too far when it comes to Coronavirus-related distributions (CRDs). In fact, it may even be outright tax fraud.
A Silver Lining This Holiday Season? 5 Holiday Expenses You Can Kiss Goodbye Due to COVID-19
In 2019 the average person planned on spending about $1,047.83 during the holiday season. A silver lining this year? You might spend much less due to COVID-19.
Delayed Election Results 2020. Blog from Matthew Blecker, CIO located in Nanuet, New York
Two-hundred and seventy. That’s how many electoral votes it takes to win. As of this writing, on the morning of Thursday, November 5, 2020, neither candidate has reached that magical number yet – and it may be some time before we know who will.
Vlog- Is It Time For Your Parent To Take A Distribution From Their Low Cost Basis Annuity?
If you have a Mother or Father in their late eighties, you may want to check out this new vlog from Beth Blecker.