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The Cost of Infertility: How to Navigate the Finances of IVF

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The Cost of Infertility: How to Navigate the Finances of IVF

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private part of their life.

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Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

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Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

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What to Expect From Low Volatility Investing: Insight into QBI Strategies

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What to Expect From Low Volatility Investing: Insight into QBI Strategies

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value investing seemed to make a comeback as COVID-19 vaccines arrived.

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The Week Ahead: February 22, 2021: Register for our upcoming client only webinar, Market update, Tax month, key deadlines, COVID-19 update, all this and more in The Week Ahead!

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The Week Ahead: February 22, 2021: Register for our upcoming client only webinar, Market update, Tax month, key deadlines, COVID-19 update, all this and more in The Week Ahead!

The Week Ahead Your Weekly News and Updates February 22, 2021

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FWIS 2.22  A large stimulus package carries several knock-on-effects, including the need to eventually raise taxes

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FWIS 2.22 A large stimulus package carries several knock-on-effects, including the need to eventually raise taxes

Dear Friends, As you probably know, President Biden has proposed numerous spending programs that would cost almost $2T. A large stimulus package carries several knock-on-effects, including the need to eventually raise taxes. In addition, so much spending could also increase inflation. To meet the spending needs, tax revenue would need to be generated. The almost $2 Trillion economic support package will undoubtedly add to the U.S. budget deficit and increase the debt-to-GDP ratio. Goldman Sachs is projecting a 20% to 30% increase in the debt-to-GDP ratio from 2019 to the end of 2021, eventually reaching 120%-130% by 2030. (This is the...read the full article

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FWIS 2.16 We start 2021 still tackling many of the major challenges from 2020.

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FWIS 2.16 We start 2021 still tackling many of the major challenges from 2020.

Dear Friends, We start 2021 still tackling many of the major challenges from 2020. The COVID-19 pandemic has continued on, affecting livelihoods and economies around the World. While most of the World experienced a recession in 2020, we expect economic growth to re-accelerate in the USA in 2021 as the COVID-19 vaccine rollout gains momentum. Many believe GDP growth in 2021 could exceed 5% for developed markets and roughly 6% for emerging markets. However, the numbers largely reflect a cyclical catch-up from global recessions last year, and mask substantial variations by country. Growth will be underpinned by interest rates which...read the full article

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How to Finish Strong this Tax Planning Season

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How to Finish Strong this Tax Planning Season

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.

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The Week Ahead: February 8, 2021: Register for our upcoming client only webinar, Market update, Tax month, key deadlines, COVID-19 update, all this and more in The Week Ahead!

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The Week Ahead: February 8, 2021: Register for our upcoming client only webinar, Market update, Tax month, key deadlines, COVID-19 update, all this and more in The Week Ahead!

The Week Ahead Your Weekly News and Updates February 8, 2021

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FWIS 1.25 Welcome to a New Day in America

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FWIS 1.25 Welcome to a New Day in America

Dear Friends, Welcome to a New Day in America. We all wish President Biden much success as his success will be our success as Americans. U.S. stocks have continued to climb amid optimism about a vaccine-led economic recovery and a generous stimulus plan, but it’s a narrow path—buoyant investor sentiment could easily be deflated by bad news. Although global economic growth has struggled, an acceleration in vaccinations in major countries could support stronger growth in the second quarter. Biden’s generous $1.9 Trillion stimulus plan is designed to support households and businesses through the pandemic. It calls for direct payments of...read the full article

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5 Things to Watch in the First Quarter of 2021

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5 Things to Watch in the First Quarter of 2021

Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so pervasive in our everyday lives we hardly notice the details going by.

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