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. ...
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...
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:
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:
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 ...
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:
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...
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...
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:
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...
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 ...
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:
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:
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...
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...
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...
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...
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 ...
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:
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...
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...
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...
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:
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:
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 ...
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:
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 ...
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...
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):
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...
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 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...
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...
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...