by Derric J. Isensee | Oct 14, 2026 | The MidCoast Journey
You have probably seen the headline: “No tax on Social Security.” As of September 2026, that is not a complete description of current federal law. Social Security retirement benefits can still be taxable depending on income. What did change is a temporary enhanced...
by Derric J. Isensee | Jan 10, 2026 | Accounting, Financial Planning, The MidCoast Journey
Success in any venture usually starts with having the right team. You wouldn’t build a house with an architect and a builder who never speak to each other. Yet, when it comes to managing their wealth, many people operate with completely disconnected...
by Derric J. Isensee | Mar 27, 2020 | The MidCoast Journey
The Coronavirus Aid, Relief, and Economic Security (“CARES Act”) is a $2 trillion emergency bill that Congress prepared in response to the Coronavirus (COVID-19) pandemic. The Senate passed the bill on March 25, 2020, followed by passage in the House on March 27,...
