Money Matters
news & updates
The
Suarez
Team
December 2020
Month In Review
This month, Money Matters explores the following topics:
- 2021 IRS tax rates, deduction amounts, and more
- Emergency financial to-go kit: what to have
- Planning your estate? What to tell your kids
- Complete guide to the college application process
December Newsletter | News & Updates
IRS Releases 2021 Tax Rates, Standard Deduction Amounts And More
The Internal Revenue Service (IRS) has announced the annual inflation adjustments for the tax year 2021, including tax rate schedules, tax tables, and cost-of-living adjustments. .
19 Things You Should Have In Your Emergency Financial To-Go Kit
If disaster strikes, do you have your important financial documents ready to go in case you need to leave your home in a hurry? Here’s what you’ll need.
What To Tell Your Adult Kids When Planning Your Estate
So you finished your estate plan. You finalized a will, made sure beneficiaries are named on financial accounts, and more. You might have overlooked one consideration: whether you should share the details of your efforts with your adult children.
A Complete Guide To The College Application Process
The college application process can seem intimidating, especially if students don’t have parents or siblings who have already been through it and can offer advice. Here’s what prospective undergraduates need to know about completing a college application.
Meet
Jeremy Suarez
Jeremy has been in the financial advisory business since 2005 after graduating from Fordham University’s School of Business. He joined Tomoro as a managing partner in 2014. During his tenure, Jeremy has consistently excelled as an advisor in both the personal household and business planning arena. As a managing partner, Jeremy also serves as a mentor to all associates and is hands-on in supporting Tomoro’s growth planning. He has completed various curriculums and certifications, such as New York University’s graduate studies in financial planning, is a Certified Exit Planning professional, and Investment Advisor Representative. He and his family reside in Colts Neck, NJ.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, AR insurance license #8401385 CA insurance license #0F94382
The S&P 500 Index is a market index generally considered representative of the stock market as a whole. The Index focuses on the large-cap segment of the U.S. equities market. The Hang Seng Index (HSI) is a market-capitalization-weighted stock market Index in Hong Kong. It is used to record and monitor daily changes of the largest companies of the Hong Kong stock market and is the main indicator of the overall market performance in Hong Kong.
Indices are unmanaged, and one cannot invest directly in an index. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. Equities may decline in value due to both real and perceived general market, economic, and industry conditions.
Statistics sources from Central Bank Rates and Bloomberg.
2021-115741 Exp 2/23