The Week Ahead: March 15, 2021: Register for our upcoming webinars , Stimulus update, IRA Checklist month, key deadlines, COVID-19 update, all this and more in The Week Ahead!

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In The Room with Dr. Ben S. Bernanke
Thursday, March 18th at 2:00 PM EST
You’re invited to an exclusive conversation with former Federal Reserve Chair Dr. Ben Bernanke, who helped guide the U.S. economy out of its worst recession of the century. His insights on how the economy can emerge and grow through times of adversity couldn’t come at a better time.
You’ll hear what’s really happening at the Fed and why it matters, as Cetera’s Chief Investment Officer and market specialist Gene Goldman takes you behind the scenes and IN THE ROOM during this one-on-one conversation.



First Quarter of 2021 Review, Quarterly Market Outlook, and a Look at the Year Ahead!
Client Only Webinar: Thursday, April 1st at 4:15 pm EST
Open To All Webinar: Thursday, April 8th at 4:15 pm EST
Here’s what Debbie will address:
1. 1st Quarter Review, Current market trends and where they could take us the coming months
2. Major tax changes under the Biden Administration and how they may impact your planning
3. What’s going on with Biden’s Covid Relief package, and what it means for you
4. Investments to consider for 2021
5. Ways help to improve your wealth in Q2



Weekly Market Commentary 03.15.2021
Biden Signs Stimulus Bill, U.S. Surpasses 100 Million Vaccine Doses, Recovery Continues
Published by The Carson Group, LLC
Events are aligning to give the U.S. economy a big boost. The Biden administration approved a $1.9 trillion stimulus package that will provide immediate relief to millions of American households. Last week the U.S. surpassed 100 million vaccine doses, and expectations are the U.S. will be vaccinating all age ranges by mid-late April…Read More


these accounts are funded with amounts that have already been taxed, the path to that tax-free goal is paved with different rules for each of these two types of accounts…. Read More
10 Things People Don’t Know About Their IRAs
The Balance Article Provided by Taylor Financial Group, LLC
Do you know all the ways to get the most out of your IRA? Below are ten things many people don’t know about their individual retirement accounts. I bet there’s at least one thing on this list that you didn’t know…Read More
Essential Tax Tips for IRAs
Resource Provided by Taylor Financial Group, LLC
IRAs come with a lot of rules, especially when it comes to taxes. Failure to follow the rules can result in penalties, excise taxes, double taxation, and in a worst-case scenario, the loss of your tax-deferred status. Here are a few tips that can help you avoid unnecessary—and costly—errors…Read More


The short-term, middle-term, and long-term future of the coronavirus
STAT Article Provided by Taylor Financial Group, LLC
When experts envision the future of the coronavirus, many predict that it will become a seasonal pathogen that won’t be much more than a nuisance for most of us who have been vaccinated or previously exposed to it. But how long that process takes — and how much damage the virus inflicts in the interim — is still anyone’s guess… Read More
Hunting for a Leftover Vaccine? This Site Will Match You With a Clinic.
The New York Times Provided by Taylor Financial Group, LLC
In the hustle to score an elusive vaccine appointment, the leftover dose has become the stuff of pandemic lore.
Extra shots — which must be used within hours once taken out of cold storage — have been doled out to drugstore customers buying midnight snacks, people who are friends with nurses and those who show up at closing time at certain grocery stores and pharmacies. At some larger vaccination sites, the race to use every dose sets off a flurry of end-of-the-day phone calls… Read More
“A diversified portfolio does not assure a profit or protect against loss in a declining market.”

“Converting from a Traditional IRA to a Roth IRA is a taxable.”

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Tips to Help You Stay Strong During Market Volatility

It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. 

529s, Roth IRAs and Other Strategies for Your College Savings Plan

By Craig Lemoine, Director of Consumer Investment Research   I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. We all have different values surrounding the educ …

To Give Now or Give Later?

Tom Fridrich, Senior Wealth Planner    You’re in a good position in your life. You’ve built up your wealth, perhaps from a successful business or working in corporate America. You might feel it’s time to start winding down and that you’re in a place where you’re figuring out whether to tran …
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