Markets Rebound In February; American Rescue Plan Updates; and Women's History Month

Greetings!

Thank goodness, we're almost there! Spring and warm sunny days are so close I can feel them. For most of us it has been a long, cold, dark season; but I'm thankful brighter days are within reach.

I want to take this opportunity to wish you Happy Women's History Month! Since 1987, the month of March has been designated a month of celebration for the contributions women in the United States have made, and recognition for their achievements in a variety of fields. We are women advocating for women at CURO, and we delight in taking part in the women's empowerment movement. Our goal is to change the perception of financial professionals and provide the tools our clients need to make the best choices for their futures. This month we are highlighting some of the women who have directly impacted not only our field of expertise, but also who have paved the way and smashed the glass ceilings for future generations to come. One thing I would love to know is what women inspire you? Whether family members, friends, co-workers, or national icons, no matter who they are, in celebration of women everywhere, please share with us the influence they've instilled in your life. Let's lift each other up and work together today and every day forward.

In less exciting, albeit equally important, news, let's talk taxes. Friendly reminder that we are about a month away from the national tax filing deadline (with the exception of those living in Texas or Oklahoma and who are victims of the February winter storms). If you need to file for a 6 month extension, be sure to do so before April 15th. Know though, that if you owe taxes, your deadline for payment is still April 15th. After that you will accrue penalties, interest and/or late charges. I've also linked an article below for you regarding the Consolidated Appropriations Act (CAA) that I believe you will find helpful when planning your 2020 retirement contributions. I encourage you to read over it before filing your taxes as there is still time to make contributions.

I'm excited to also share with you that due to an overwhelmingly positive response, we will be hosting a second PEP Medicare Assembly Webinar on March 24th at 1pm EST. Be sure to register below, and share with your friends, clients, and colleagues. Medicare Advantage Open Enrollment closes after March 31st and we want to help you feel prepared when choosing your Medicare plan.

March is a busy season. Taxes, retirement contributions, Medicare enrollment, holidays etc. Should you have questions along the way, or find yourself needing support, please reach out to us. We want you making these decisions from a confident and empowered place. As always, we are in this together.

Sending you all the best in these coming weeks. Enjoy the warmer weather headed your way, and celebrate safely as St. Patrick's Day, Passover and Easter are fast approaching.

Until next time,

Marianna

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To help you curate a wealthy life, and achieve the financial

balance and independence for which you strive.

Market Commentary:

Markets Rebound In February

After a weak January, equity markets rebounded in February, despite some late-month volatility driven by a spike in U.S. interest rates. The S&P 500 gained 2.76 percent in February, while the Dow Jones Industrial Average increased by 3.43 percent. The heavily technology-weighted Nasdaq Composite gained 1.01 percent

Read Full Market Commentary

Does Recent Turbulence In The Markets Make Sense? Commonwealth CIO, Brad McMillan, Shares His Take.

American Rescue Plan Act Provides Relief To Individuals And Businesses

Consolidated Appropriations Act (CAA) Includes Disaster Tax Relief. Here Is A Summary Of The Provisions.

Women and the Pandemic: Planning for a Healthy Financial Future

Women's History Month

31 Ways To Celebrate Women's History Month

CURO News!

Presented By Anna Hays

Advanced Planning Consultant at Commonwealth Financial Network^®

Thank you to all who joined us for our first PEP Medicare Assembly Webinar in February. We are excited to announce that due to the overwhelming success of this webinar, we are offering a second opportunity for you to learn more about Medicare and Medicare Advantage on March 24th at 1pm EST.

If the following questions apply to you, or someone you know, I encourage you to register as well as share with those you feel will benefit from this information:

Are you turning age 65 in the next year?
Are you unsure of how or when to apply for Medicare?
Are you curious about the costs of Medicare?

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