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Articles From Lumsden McCormick Financial Services

Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters are listed below.
Weekly Economic Update | November 23, 2020

Weekly Economic Update | November 23, 2020

Posted by David Schlein on November 30, 2020

Take a look at the economic update for November 23, 2020.

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Weekly Economic Update | November 16, 2020

Weekly Economic Update | November 16, 2020

Posted by Jeffrey Budzinski on November 17, 2020

Take a look at the economic update for November 16, 2020.

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How Medigap Choices Have Changed

How Medigap Choices Have Changed

Posted by Jeffrey Budzinski on November 12, 2020

Medigap Plan F might not be sold after 2020 and Medigap Plan G will be undergoing some changes. These changes only impact new Medicare enrollees, however. If you enrolled in Medicare prior to 2020, and have Plan F or Plan G coverage, you can keep that coverage.

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Weekly Economic Update | November 9, 2020

Weekly Economic Update | November 9, 2020

Posted by David Schlein on November 10, 2020

Take a look at the economic update for November 9, 2020.

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The Social Security Administration Announces 2021 COLA

The Social Security Administration Announces 2021 COLA

Posted by Bryan Staniszewski on November 05, 2020

On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021.

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Monthly Economic Update | November 2020

Monthly Economic Update | November 2020

Posted by David Schlein on November 04, 2020

Take a look at the monthly economic update for November 2020.

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Weekly Economic Update | November 2, 2020

Weekly Economic Update | November 2, 2020

Posted by Bryan Staniszewski on November 03, 2020

Take a look at the economic update for November 2, 2020.

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Election 2020

Election 2020

Posted by David Schlein on October 29, 2020

45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election. No matter how you look at it, that’s a startling statistic.

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Weekly Economic Update | October 26, 2020

Weekly Economic Update | October 26, 2020

Posted by Jeffrey Budzinski on October 27, 2020

Take a look at the economic update for October 26, 2020.

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End-of-the-Year Money Moves

End-of-the-Year Money Moves

Posted by David Schlein on October 22, 2020

If notable changes occurred in your life, you may want to review your finances before this year ends and 2021 begins. Proving that you have all of the right moves in 2020 might put you in a better position to tango with 2021.  

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