March 8, 2021
As the COVID-19 pandemic enters its 2nd year, President Biden has begun to outline details of the American Rescue Plan, a $1.9 trillion relief plan designed to help stem the coronavirus pandemic. ...
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March 3, 2021
To ease some of the burdens of tax season, we've created this helpful guide, which contains all the
March 2, 2021
Check out my blog to better understand how much you can contribute to a 403(b) plan as well as the catch-up limits:
February 23, 2021
Increasingly more people realize that their sustainability concerns can be addressed through their investments. Learn more about the increasing popularity of sustainable investing and how it can b...
February 18, 2021
Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. Here are some tax strategies that doctors may find useful to help minimize their tax liability:
February 11, 2021
What's the difference between an IRA & a 401(k)? Here are some of the key differences and what to consider when allocating your retirement contributions:
February 9, 2021
The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits in 2021.
February 8, 2021
There is not a one-size-fits-all formula when it comes to determining how much income you will need in your retirement years. To determine retirement income needs & develop strategies for creating ...
February 4, 2021
What benefits can investors realize by contributing to an IRA? Here's what you'll want to know:
February 3, 2021
4 out of every 10 Americans don't believe they'll ever be able to afford to retire. With these few steps, you can get started on a solid plan for retirement now:
February 1, 2021
While the 2020 tax year saw some significant changes due to the effects of the global pandemic, the 2021 tax season seems to be set on track with normal filing deadlines. Here are deadlines for th...
January 28, 2021
Small cap stocks have outperformed large cap stocks over the last several months. They're enjoying strong breadth and the earnings outlook is strong. This is a favorable part of the economic cycle...
January 26, 2021
Your safety is always important to us especially when it comes to your finances. Here are some tips to follow to protect yourself against identity theft during tax season:
January 25, 2021
There are a few common retirement investment mistakes to keep in mind as you seek to maximize your savings and investments. Learn more:
January 21, 2021
Tax law places limits on the dollar amount of contributions that you can make to IRAs and by law, the IRS is required to adjust these limits annually for cost-of-living increases. You should famil...
January 20, 2021
It takes some organization to keep your tax documents, service records, & paid bills in a format that will allow you to easily access information when you need it. Check out our tips to help keep ...
January 15, 2021
How can you know which retirement plan is right for you? The answer often depends on your income and tax situation. Learn more about the various retirement plans that may be available for you:
January 14, 2021
Financial wellness is a critical concept for anyone who wants to be knowledgeable and confident about their finances. What is financial wellness and why is it so important? Learn more:
January 11, 2021
In 2020, the government gave taxpayers a 6 month extension due to the coronavirus. However, the deadline for submitting your income tax return is likely to return to the regularly scheduled time s...
January 6, 2021
The new year is a great time to make financial changes for the better. Whether it's increasing your retirement savings or buying a house, it all comes down to getting your finances in order and fo...
January 5, 2021
After months of intense debate, the House & Senate voted to pass a second COVID-19 economic stimulus bill. What other changes can the Americans and domestic businesses expect to see from this bill...
January 4, 2021
2020 was a unique year, from the longest economic expansion ever to the shortest recession on record. Stock markets are forward-looking, and they want clarity on elections, too. Above all else, 202...
December 29, 2020
With the end of 2020 rapidly approaching, you should take some time to review your tax situation and make any necessary changes that can help you avoid surprises. Here's how to get a jump on next ...
December 22, 2020
What can retirees do to help preserve their nest eggs during times of economic uncertainty and upheaval? Here are some tips and tricks to help you retire during a recession:
December 21, 2020
2020 was a tumultuous year. We likely had the shortest recession ever and began a new economic expansion. Small business and effective COVID-19 vaccines hold the key to continued economic growth i...
December 17, 2020
With the year rapidly coming to a close, you should consider updating your tax strategy to best preserve your assets into the future. Check out these strategies so you're prepared for any potentia...
December 15, 2020
Retirement is one of the biggest life transitions adults will ever deal with. Here are three things you'll likely wish you knew before retiring:
December 14, 2020
As a physician, you understand your medical specialty inside and out, but at the same time, you also need to be able to handle the financial challenges associated with your industry. Here are some...
December 9, 2020
What's in store for 2021? Take a look at LPL Research's Outlook 2021 to learn more about post-election policy, stocks, bonds, and market forecasts for the upcoming year:
December 8, 2020
Implementing a few simple strategies may allow you to minimize your tax liability this year. Learn more:
December 7, 2020
If you're interested in a way to do more good in the world while providing yourself with a lifetime income stream, a Charitable Remainder Trust may be the answer. Here are some of the tax benefits:
December 4, 2020
There's a good reason so many people who make seven figures or higher suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some ...
December 3, 2020
2021 is right around the corner, but there's a few things you should accomplish before the year closes out. Check out our end of year deadlines checklist to help the rest of 2020 run smoothly:
December 2, 2020
After years spent launching and growing your business, the day will finally arrive when you can sit back and enjoy the fruits of your labor. But, just as starting your business involved hard work ...
December 1, 2020
Increasing COVID-19 cases in Europe and the United States have brought new restrictions. The stock market doesn't appear fazed by the recent outbreaks, but underlying economic data is beginning to...
November 30, 2020
Lots of investors never bother to check on their 401(k) regularly, but you should keep a constant eye on your funds' risk level. Here's how to stay on top of your 401(k):
November 25, 2020
A lot of 401k investors end up making the same mistakes when choosing their investments. The results are low returns and unbalanced portfolios. Avoiding these four mistakes is a good start for get...
November 24, 2020
It is only natural that investors would want to find some way to sit out bear markets and get back just in time for the next bull run. But long-term investing success is about time in the market, n...
November 23, 2020
November is long-term care awareness month! Unfortunately, none of us can predict what the future may bring, but it's better to be safe than sorry. Here's what you need to know about long-term care...
November 20, 2020
When you invest, you should expect the markets to go up and down. In most cases, the best course of action is to ride the waves rather than jumping out during a downward swing. Here's why you shou...
November 18, 2020
Should investors get overly excited about the third-quarter GDP numbers? Not only is it the biggest GDP gain of all time, but it's more than double the previous record. The answer is no and here's...