Author - Sam Fawaz, CPA, CFP®

1
Medicare Open Enrollment Begins October 15
2
College Disrupted: Students Face High Costs and Pandemic Impact
3
IRS Clarifies COVID-19 Relief Measures for Retirement Savers
4
Be on the Alert for Coronavirus Scams
5
What’s Going on in the Markets – March 8, 2020

Medicare Open Enrollment Begins October 15

What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically change. In addition, your health-care needs may have changed over the past year. The open enrollment period […]

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College Disrupted: Students Face High Costs and Pandemic Impact

Even in normal times, it can be challenging for families to cover college expenses without borrowing money and/or risking their own retirement security. For the 2019-2020 academic year, the cost of in-state tuition, fees, room, and board at a four-year public college averaged $21,950, and the total for a private college approached $50,000 (1). Sadly, […]

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IRS Clarifies COVID-19 Relief Measures for Retirement Savers

The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders cope with financial fallout from the virus. The rules were welcome relief to many people, but left questions about the details unanswered. In late June, the IRS released Notices […]

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Be on the Alert for Coronavirus Scams

The FTC has received over 20,000 COVID-19 related complaints since January 1, 2020. Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers’ heightened financial and health concerns over the coronavirus pandemic. Federal, state, and local law enforcement have […]

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What’s Going on in the Markets – March 8, 2020

On Monday, March 9, the market celebrates its 11th anniversary of this long bull market with the bull appearing quite tired, coughing and wheezing into that milestone. Yes, believe it or not, we are still in a bull market. Despite the wild swings in the markets last week, the major indexes managed to close positive […]

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