In this month's newsletter, we take a closer look at some key moves being made by the federal government and examine how they might affect..
LIFESTYLE DRIVEN ADVICE SEPTEMBER 2021
Hello,
With summer officially behind us, we hope you were able to spend some quality time with your loved ones.
In this month's newsletter, we take a closer look at some key moves being made by the federal government and examine how they might affect your financial picture. First, in a recent video, XML President Curtis Congdon shared his insights on the economic recovery, unemployment, and how the Federal Reserve may respond to lingering concerns about inflation.
Meanwhile, with potential tax increases for high earners on the horizon, an important legal question has surfaced in recent months: Can Congress retroactively increase your taxes? Finally, we also took a look at another key development from Washington, D.C., as we examined the planned increase in Social Security payments and what it could mean for your retirement.
While we’re on the topic of the social safety net, we are holding a webinar on the Medicare Open Enrollment process on Thursday, October 21 at 12:00 PM ET. XML’s Jason Klopman will be joined by Blayney Del Priore and Kevin Patrick Peters from Lifestyle Life Insurance, and they will share the key things to know to make the Medicare enrollment process as seamless as possible. To register for what promises to be an engaging and insightful webinar, click here.
As always, if you have any questions about the information shared in the newsletter, please don’t hesitate to reach out to us.
Best,
XML Financial Group
The Race is On
In this week's edition of Wealth Insights, Curtis Congdon shares his perspectives on the economic recovery, unemployment, and how the Federal Reserve may respond to lingering concerns about inflation.
If you are new to Medicare, the initial enrollment process can be daunting. And if you are already enrolled in Medicare, the upcoming open enrollment period offers a great opportunity to adjust your coverage and ensure you are getting the most out of your healthcare.
On Thursday, October 21 at 12:00 PM ET, XML’s Jason Klopman will be holding a webinar with Blayney Del Priore and Kevin Patrick Peters from Lifestyle Life Insurance to discuss everything you need to know to make the Medicare enrollment process as seamless as possible.
The summer months have been a busy time for XMLFG and we're happy to say that a few XML team members were featured in some terrific articles.
XML CEO & Co-founder, Brett Bernstein, was recently featured in two articles. In this U.S. News article, Brett gives his thoughts on how custodial accounts can actually hinder a child's ability to apply for financial aid for college. You can read the full article here.
The second article was in Financial Planning and features comments from Brett as well as CIG's Co-CIO and Managing Director, Bob Collins, regarding the merger of XML and CIG. Here's the link to the full article.
Lastly, cybersecurity has been top of mind when it comes to protecting the data and intellectual property of firms. In this Investment News article, XML's Chief Compliance Officer, Jennifer Szaro, offers her thoughts on the evolving nature of cybersecurity.
Get your tickets
XML Financial Group is proud to partner with TEDxOronocoBayPark, the Alexandria, Virginia-based local TEDx conference to be held on Saturday, October 2, 2021. If you haven't purchased your ticket yet, you can do so here.
As part of the Barron's in Education program with George Washington University's School of Business, XML and CIG are sponsors of a joint educational program that helps students pair up with a Barron's advisor to help acclimate them for their career ahead.
Time for Some Fall Cleaning?
This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy nor should it be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML.
XML Financial Group
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208 S. Ridge Street, P.O. Box 3813 | Breckenridge, CO 80424 | 970-668-5701
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