We are thrilled to announce that David Manteau joined Colman Knight this month and will specialize in Financial Planning Analysis and Investment Management services. David...
Bulletins
Increases in Long Term Care Insurance
Dear Clients, In consideration of those who own LTC insurance protection, we know you might be receiving disturbing notices about premium hikes. We are available for a...
Medicare Isn’t Free
Medicare isn't free; monthly costs past age 65 might shock users By Sally Pipes About 10,000 Americans turn 65 each day. Many soon might leave the workforce and claim the...
Another Downturn
The market dropped on Friday, after we had written and sent the weekly market update. Bob Veres' article below offers a considered perspective on market movements, to which...
Legislation Affecting Retirement
In a close-to-unanimous vote (414 to 5), on Tuesday the House of Representatives passed “SECURE 2.0,” a bipartisan bill focused on improving the U.S. retirement savings...
Please welcome new Colman Knight Resident
Please join us in welcoming Donald (not “Don”) Sienkiewicz, (pronounced “sin-KEH-vitch”) As our new CK Resident Throughout the evolution of Colman Knight, we...
The Market’s Response to Ukraine and Tiny Practices to Ease Fear
The highly anticipated invasion of Ukraine has begun. The uncertainty that brings in the response from the West, and reaction to that response from Russia and possibly China...
IRS Information Letters
Please keep for your 2021 tax preparation. The IRS is sending information letters to recipients of the 3rd round of Economic Impact Payments (Letter 6475) and of...
Congratulations Shaohui Li, CPA!
As we ring in the new year (2022) and the new tax season (2021), we are thrilled to announce that Shaohui (pronounced “SHAW-WAY”) Li, our tax specialist, has earned her...
Update to Infectious Disease Specialist on Omicron Variant and the Economy
The video conversation posted below was recorded Friday, Dec. 3. Dr. Goldmann has since offered updated information on the virus and the situation, as of Thursday afternoon,...
Colman Knight Holiday Schedule 2021
Please communicate your year-end needs by Monday, December 20. As we conveyed via email, with intention for rest and rejuvenation, the Colman Knight offices will be...
IRS extends IRA Contributions Deadline to May 17
The IRS announced on March 29 that IRA and other retirement contributions which were due April 15, are now extended to May 17. IRS Announcement This announcement follows the...
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