Blog
Special Report: Middle East Conflict
As the troubling and fluid events unfold in the Middle East, more investors are asking, “Should we do anything?”
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Breaking Down the One Big Beautiful Bill Act: What You Need to Know
You've likely heard about the "One Big Beautiful Bill Act," which was signed into law on July 4, making many of the 2017 Tax Cuts and Jobs Act provisions permanent. Given the bill's length (887 pages) and complexity, we wanted to help...
Read MoreHow to Handle Market Volatility Without Losing Your Way
How to Handle Market Volatility Without Losing Your Way If your portfolio has felt like a roller coaster lately, you’re not alone. Markets have been climbing toward record highs in 2025. But the ride hasn’t been smooth. Consider the...
Read MoreXerox to cut workers 1q24
Xerox to cut 15 percent of workforce in Q12024 If you are affected by the cut or know someone who is, we work with many many Xerox employees, past and present for more than 20 years. We will help you optimize your Xerox Retirement Benefits
Read MorePersonal Finance: Stay of out of the Red this Holiday Season!
The holiday shopping season is upon us, with festive celebrations just around the corner. Unfortunately, this time of cheer is often accompanied by excessive spending. This year, when it comes to taking control of holiday spending,...
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IRS Releases 2024 Tax Brackets, Retirement Contribution Limits
The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...
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Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched...
Read MoreCyber Safety Tip: Update
WHY SHOULD YOU UPDATE YOUR PHONE AND COMPUTER SOFTWARE AT THE VERY FIRST OPPORTUNITY? IT INCREASES YOUR CYBER SECURITY!
Read MoreWhen Does Your Personal Car Become a Commercial Vehicle?
When Does Your Personal Car Become a Commercial Vehicle? For small business owners, the line between the personal and their business can be a bit hazy at times. Yet, when it comes to a vehicle that may be used for personal and business.
Read MoreXerox U.S. Retirement Income Guarantee Plan (RIGP) Benefit Funding FAQ 2021 and my insights
Xerox RIGP Funding Notice Facts and Questions (FAQ) with commentary by Harvey Reiner
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Data Breach? Do this!
If you have had a data breach, follow these four steps. What to do after a data breach!
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Weekly Market Insights: Fed Says Tapering Ahead
A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain.The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...
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COLA Increase Announced for Social Security
On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This...
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Weekly Market Insights: Stalemate in the Capitol
Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...
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Weekly Market Insights: Wild Week of Contagion Concerns
Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement.The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s...
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Weekly Market Insights: Stocks Lackluster Despite Positive Outlook
Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy.The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...
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Weekly Market Insights: Delta Variant Concerns Markets
In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening. The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...
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Celebrate National Hispanic Heritage Month
From Sept. 15 to Oct. 15 we celebrate National Hispanic Heritage Month. It’s time to honor the culture and contributions of the Hispanic and Latin Americans that make up our great nation.National Hispanic Heritage Month started...
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Weekly Market Insights: Markets Overcome Delta Variant Reports
Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...
Read More10 Million Dollar Reward
How about being a cyber bounty Hunter? https://go.fmgsuite.com/e/84542/c4-47a1-8208-48e4da52f87e-html/h73pf9/770664444?h=uvLLPXGoNGg1dHOuvT1dtD0gMR5DkpBakzEYS7KSTrA
Read MoreIRA Rollovers for Terminated Employees
Have you been let go at work? What happens to the money you have saved in your employee retirement plan? If you have been terminated by your employer, you have 4 choices when it comes to your retirement plan money: Cash it out (and...
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Weekly Market Insights: Stocks Reach All-Time Highs
Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...
Read MoreEnjoy your summer and your retirement outdoors!
LIFESTYLEREAD TIME: 3 MIN Retiring Wild: National Parks and You For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one...
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