On Tuesday, April 25, we were joined by returning guest Mary Beth Franklin, CFP®, for a virtual event on Social Security and Medicare. For most retirees, Social Security is a critical piece of the retirement income puzzle, but the rules are complicated. Medicare benefits are also essential to retirement security, but high costs can catch some retirees by surprise. Mary Beth’s presentation covered the most important points of each of the programs as well as offered tips to maximize Social Security benefits and minimize Medicare premiums.

We recently hosted returning guest John Sileo for his workshop “Cybersecurity in a Zero Trust World," which aims to give participants concrete tools to defend critical aspects of their personal and professional workspace. Topics of his presentation focused on analyzing, organizing, and communicating your own cyber defense strategy, and he provided actionable steps for people to take to protect their data, identity, and finances.

Just as the clock ran out on 2022, Congress made significant changes to retirement savings rules and programs when it passed the SECURE Act 2.0 as part of the fiscal year 2023 Appropriations bill.

The 2023 tax season is officially underway. To help our clients plan, we’ve updated our annual Quick Tax Guide with this year’s changes for income brackets, gift taxes, deductions, retirement plan contributions, and many other areas that might guide your financial planning and investment decisions.

We recently hosted Paige Robinson and Lexsis Baxter from Fidelity Charitable® for an insightful event on tax-advantageous strategies for charitable giving. With year-end approaching and many clients thinking about gifting, the team from Fidelity covered strategies and vehicles including donor-advised funds (DAFs), private foundations, and charitable trusts. Following the presentation, we hosted a live Q&A. Click the play button on the video below to watch a full replay of the event.

We recently hosted Michael Townsend, the managing director of Legislative and Regulatory Affairs at Charles Schwab & Co. and the host of the WashingtonWise Investor podcast, for an investor-focused midterm election preview. With control over both chambers of Congress up for grabs, Townsend provided his latest commentary on races to watch and which trends should interest investors the most. Click the play button on the video below to watch a full replay of the event.