How the CARES Act Could Affect Your Tax Filing

April 6, 2021

The CARES Act was passed last year in response to the COVID-19 pandemic, and the bill included a number of temporary changes and exceptions to the..

Tax Planning for Retirement: What Happens When Your Spouse Dies?

April 1, 2021

Tax planning plays an important role in your retirement strategy. Most retirement savers have a good understanding of how their tax burden factors..

XML Wealth Insights: Federal Finances and Interest rates

March 28, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on the Federal Finances and Interest rates.

Planning for Retirement? These Statistics May Surprise You

March 25, 2021

A comfortable retirement is part of the American Dream, a much-deserved reward for decades of hard work and careful planning. But a financially..

How to Have a Happy and Fulfilling Retirement

March 18, 2021

You have spent decades in the workforce, diligently setting money aside to enjoy the next chapter in your life once you retire. But it is not..

XML Wealth Insights: Global Economy

March 12, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on the global economy.

Preparing to Enroll in Medicare? Avoid These Mistakes

March 11, 2021

Healthcare is one of the most costly expenses in retirement, and without proper coverage, medical costs can quickly eat through your retirement..

Let’s Talk About Your Personal Information

March 10, 2021

By Jennifer L. Szaro, CRCP, Chief Compliance Officer

XML Wealth Insights: Over-stimulus

March 5, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on "Over-Stimulus."

Taxes: An Important Factor In Your Retirement Income

March 4, 2021

The goal of retirement saving is to ensure you are able to afford your retirement and do the things you have always dreamed of doing, without..

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