We are one month into 2021 and much of the uncertainty from the previous year remains, even as the distribution of COVID-19 vaccines begin to roll out and a new administration takes the lead in Washington, D.C. While it is difficult to predict precisely where the economy will head this year, there are certain factors […]
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In this episode, the relatable finance guys discuss the financial implications of US and China pulling away from each other.
The Consolidations Appropriations Act of 2021, signed into law on Dec. 27, 2020, allows 401(k) plan sponsors to avoid triggering unintended partial plan terminations when they lay off more than 20 percent of their workforce between March 13, 2020, and March 31, 2021. This provision of the new law is welcome relief to the millions […]
The Consolidated Appropriations Act of 2021, signed into law on Dec. 27, 2020, provides a second round of economic relief to individuals, businesses and nonprofits that continue to struggle in the wake of the COVID-19 pandemic. While the law was written to support those in the most dire circumstances, it provides several generous benefits to […]
The results of Tuesday’s Georgia Senate election came as a small surprise, defying predictions that called for at least one Republican candidate to prevail. With two newly elected Democrats joining the Senate, we now must attempt to determine the direction of the markets and the economy under the “Blue Wave” and more left-leaning policy initiatives. […]
In this episode the relatable finance guys talk about the critical role consumers play in economic growth and sustainability.
Swap powers within intentionally defective grantor trusts (IDGTs) are critical estate planning tools that may help you improve tax efficiency today while allowing you to preserve wealth for generations to come. An IDGT is an irrevocable trust that you, the grantor, can create during life to pass assets and wealth to your named beneficiaries outside […]
In this episode the relatable finance guys talk to Dr. Jennifer Jurado about resilience and climate issues in Broward County.
