Archive for October 2021

Market Roundup: Covering the week of October 24—October 29, 2021; Case Study: Donor-Advised Funds and Family Foundations; Q&A Time: High Deductible Health Plans, Health Savings Accounts, UPS, and FedEx.

Market Roundup: Covering the week of October 18—October 22, 2021; Case Study: Substantially Equal Periodic Payments using Rule 72(t); Q&A Time: Roth IRA Conversion and Teledoc Health, Inc.

Market Roundup: Covering the week of October 11—October 15, 2021; Case Study: Social Security COLA increase and factoring in inflation in retirement planning; Q&A Time: Health insurance in your 20s and a cryptocurrency ETF

Market Roundup: Covering the week of October 4—October 8, 2021; Case Study: The Risk of Retiring in a Down Market; Q&A Time: Housing Market, Energy Sector, and a Concentrated Stock Position

Market Roundup: Covering the week of September 27—October 1, 2021; Case Study: Life Insurance Policies Being Sold to Private Equity Firms