RJ Cossa Wealth Management

02/08/2021

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.

Most other states allow some exemptions based on income.

01/21/2021

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

2021 economic outlook: Build longer term forecasts around successful vaccine distribution and expect stronger economic growth in the second half of 2021.

01/17/2021

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.

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

01/16/2021

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

01/07/2021

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.

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.

01/03/2021

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

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

01/02/2021

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.

01/01/2021

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

More Americans plan to make resolutions in 2021, but that doesn’t mean they should look the same as last year’s.

12/27/2020

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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