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2021 Tax Planning

2021 Tax Planning

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Navigating Divorce

Navigating Divorce

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The Great Spending Balance

The Great Spending Balance

Your financial life is a balancing act, strung between living in the present and preparing for the future. Saving for retirement may be a focus, but it could feel like you’re missing out living in the present. There are three key areas, however, where saving big and investing may make a substantial difference in both the present and future alike: your home, your vehicle, and your travel plans.

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Take Charge of Your 401(k)

Take Charge of Your 401(k)

HIGHLIGHTS INCLUDE:

  • Powerful information that could potentially save you thousands in taxes and fees
  • Tips to help put you one step ahead in your retirement preparations
  • Critical mistakes that cannot be corrected (and how to avoid them)
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Election 2020: Biden's Policy Initiatives

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to review what type of legislative support would be needed to pass certain proposals...

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When the Fed Talks Inflation, Bond Investors Listen

Most recently, you may have read that Federal Reserve Chair Jerome Powell announced a change in how the Fed views inflation...

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Cares Act Modification Allows More Retirement Savings Access

Americans who have been adversely affected by the COVID-19 pandemic may now be able to access retirement accounts to help cover daily expenses, penalty-free...

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Is it OK to feel good during the coronavirus outbreak?

The coronavirus has had a negative impact on just about everything, but don’t feel bad for having good days during these hard times. Research suggests that stress levels have decreased for some Americans during the outbreak. Learn more about how our MentalHealth is affected by COVID-19 in this PsychologyToday article.

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Besides millions of layoffs and plunging GDP, here's another worry for economy: Falling prices

As if we don’t have enough to be concerned about, experts are now gauging the effects of deflation on our virus-riddled economy. Falling prices may sound great, but are they? Learn more in this USAToday article.

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Common Tax Errors to Avoid

Common Tax Errors to Avoid

Filing your taxes can be a complex responsibility, and accidental errors can be easy to make. By being diligent, carefully strategizing, and keeping tight records, you can improve your ability to file taxes without mistakes.

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Planning a More Secure Future for Your Child with Special Needs

Planning a More Secure Future for Your Child with Special Needs

Parents and guardians of children with special needs have both immediate and long-term financial issues to consider for their children, and every child has a unique set of circumstances to attend to when crafting a financial strategy.

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Don't Panic

Don't Panic

“Don’t panic.” Advice that seems more difficult to follow these days. Because of the novel coronavirus (COVID-19)’s effects on the financial markets, not panicking may be easier said than done.

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The SECURE Act

The SECURE Act

The SECURE Act changed the landscape of investing. Most of the provisions took effect in 2020, leaving many unsure of how their retirement and investing strategies were affected. While the most drastic changes were made to retirement accounts, there are several other provisions that have also changed investment strategies for younger investors.

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