RJ Cossa Wealth Management

Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down.

37 states don’t tax your Social Security benefits — make that 38 in 2022 Most other states allow some exemptions based on income.

2021 Economic Outlook: Focus on long-term goals. An effective vaccine can outweigh shorter tern hurdles.

Vaccines and returning to a more familiar world 2021 economic outlook: Build longer term forecasts around successful vaccine distribution and expect stronger economic growth in the second half of 2021.

See how planning ahead with a special needs trust can help provide predictable income for those with special needs; even when the market seems unpredictable.

Making Trusts for Special Needs Children If you are the parent of a person with special needs, you’re well aware the role you play is very different than it may be for other children. Properly planning to meet their financial needs, both in the immediate and long term, is a critical part of supporting your child. This support often must

This chart shows global GDP projections made in January 2020 and January 2021, indexed to the level 2019.

There are often additional considerations needed to ensure the stability of your child’s financial future. Use these 10 steps to make a plan for peace of mind down the road.

Financial Planning for Kids With Special Needs (for Parents) - Nemours KidsHealth These 10 steps can help take the anxiety and worry out of your child's financial future and make sure that your child will be taken care of even after you're gone.

New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos

10 financial New Year's resolutions to set now and achieve in 2021 CNBC Select reviews the top 10 financial New Year's resolutions from Experian's study and how you can achieve them.

As we look back upon the past year, we would like to acknowledge those who have helped us shape our business. Thanks for a great year, and we wish you all the best as you embark on 2021.

Let’s use the New Year as a catalyst to clean out our closet of mental stress

Why (and how) your resolutions should look different this year More Americans plan to make resolutions in 2021, but that doesn’t mean they should look the same as last year’s.

As a young professional, you’ve probably already adopted some great financial habits. But don’t let the positive aspects outshine where else your skills need to grow.
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