by Laura Lopez | Jan 22, 2025
Social Security Fairness Act: Key Updates for Public Pension Holders January 22nd, 2025 Dear Clients, On January 5, 2025, President Biden enacted the bipartisan Social Security Fairness Act (SSFA), repealing the following two provisions that previously reduced Social...
by Laura Lopez | Jan 8, 2025
National Day of Mourning: January 9, 2025 – Key Updates Client Notice: National Day of Mourning on Thursday, January 9th, 2025. On December 29, 2024, President Biden declared a National Day of Mourning and ordered the U.S. Federal Government to close on Thursday,...
by Laura Lopez | Dec 20, 2024
Wrapping Up 2024: Year-End Deadlines and Holiday Hours December 20th, 2024 As the holiday season approaches, we want to make sure you have everything you need to close out the year with confidence. Below are some dates and deadlines to keep in mind: Year-End Deadlines...
by Laura Lopez | Nov 25, 2024
Festive Finances and Holiday Hours November 25th, 2024 With the holidays around the corner, many of us are looking forward to coming together with friends and family to enjoy the thrill of cherished traditions, whether it be ice skating, building snow men,...
by Laura Lopez | Oct 10, 2024
September Jobs Report Triggers Shift in Interest Rate Outlook October 7th, 2024 BACKDROP OF SEPTEMBER FEDERAL RESERVE MEETING After consecutive months of weaker jobs data, the Federal Reserve reduced its benchmark interest rate for the first time this interest rate...
by Ashley Agnew | Oct 7, 2024
Director Ashley Agnew featured on WSJ Podcast October 7, 2024 Many of those identifying as Generation Z (“Gen Z”) are staring down a mountain of debt. Despite headlines, the primary issues may not be just rising living costs and interest rates, but instead the fact...
