November 16, 2020
The IRS announced annual inflation adjustments for the 2021 tax year for more than 60 tax provisions, including standard deductions and the tax rate schedules. Here are the changes:
Articles
November 13, 2020
The holiday season is just around the corner and many charitable organizations are in need of donations to help provide help in the community. Now could be the ideal time to take advantage of char...
November 6, 2020
If you're considering retirement, here are some things to think about so that you know for sure it's the right time:
November 5, 2020
As we approach the end of the year, it's time to start thinking about tax planning! Here are some of our tips to help you close out 2020:
November 4, 2020
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, here are six basic princi...
November 3, 2020
While your retirement date may still be several years in the future, and the goals you dream about today may seem even more distant, it is never too early to begin preparation. Here are some things...
November 2, 2020
This year has been a challenge for many, so what can business owners and other entrepreneurs do to adapt to a consistently shifting set of circumstances? Learn more:
October 28, 2020
20% of seniors over age 70 say that they cannot perform many of the tasks that allow them to live independently. How can you plan your retirement finances to accommodate the potential cost of long...
October 22, 2020
Now that Medicare is open for enrollment, it's important to know the benefits you'll receive, the cost, and the different types of plans. Here are 10 essential things you should know before enroll...
October 20, 2020
It doesn't hurt to have a plan in place. Here are estate planning must-dos we recommend:
October 15, 2020
Right after the CARES Act was enacted, the IRS immediately began a mad scramble to get stimulus checks out to anxious Americans as quickly as possible, but some mistakes were made. Learn more:
October 14, 2020
This month, we celebrate the success of women small business owners! We want to make sure that during these uncertain times that women entrepreneurs are thriving. Here are our tips:
October 13, 2020
Having strategies and plans in place is an essential part of securing your income in retirement. Here's some steps to consider:
October 12, 2020
Today is National Savings Day! Millennials often get a bad rep when it comes to hitting certain financial milestones, but they've proven to be ahead of the game when it comes to savings. Here are ...
October 9, 2020
In August, President Trump issued an executive order suspending the collection of Social Security payroll taxes from September 1st through December 31st. What does the Payroll Tax Executive Order ...
October 8, 2020
October is Financial Planning month! While planning your finances can help you buy your first home or save for retirement, it can also help you work toward your personal goals. Here's how:
October 7, 2020
The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? Learn more:
October 6, 2020
This fall season, many people are unexpectedly continuing to work from home. Here are our tips to make working away from the office a little easier:
October 5, 2020
Starting with the last week in July and for the first three weeks of August, investors celebrated that the S&P 500 had advanced for four consecutive weeks. Yet while the positive YTD number for th...
October 2, 2020
We want you to feel safe and secure with all of your online transactions. Here are our tips for staying cyber aware:
September 29, 2020
Setting a retirement date is a big milestone, and we want to help you get there and live comfortably. Here are our tips to help you plan your income in retirement:
September 25, 2020
A traditional IRA offers a great way to shield income from taxation while boosting your retirement accounts. Meanwhile, a Roth IRA can let you pay tomorrow's taxes today. But how can workers decid...
September 23, 2020
Many owners of family businesses are so busy running their companies that they never get around to making formal arrangements to pass on the business to the next generation or to other partners. B...
September 21, 2020
When it comes to retirement savings, the goal for most is to accumulate as much wealth as possible so that they are able to retire comfortably. For those with a high-net-worth, being able to mainta...
September 18, 2020
Today's low interest rates bring a lot of advantages when it comes to estate planning. Here are some strategies to consider:
September 17, 2020
Are you taking full advantage of your 401k benefits? Here are some questions to ask your employer:
September 16, 2020
IRAs are one of the most powerful retirement savings tools available to you. Here's what you need to know:
September 15, 2020
With the uncertainty we've seen this year, many are rethinking their retirement plans because of COVID-19. Here are three important questions you need to ask yourself before delaying retirement:
September 14, 2020
As you get closer to retirement, protecting your wealth becomes more important especially once you are relying on your nest egg. Here are our tips:
September 11, 2020
Minimizing income taxes is a powerful way to potentially add years to your portfolio, with no need to outguess the markets. If your portfolio is upside-down from a tax perspective, turning it arou...
September 10, 2020
As your life changes, your life insurance should change, and we want you to feel prepared in an unexpected situation. Here's how your life insurance needs change in different life stages:
September 9, 2020
Making the right moves before the year ends could help you save a bundle on your taxes. Learn more:
September 8, 2020
We want to remind you that the more money you save while working, the easier it will be to retire and enjoy your golden years. Are you maximizing your 401(k) contributions?
September 4, 2020
This year, many people have had to make changes to their planned retirement date due to layoffs. When should they collect social security? Learn more:
September 3, 2020
After decades of adding to your retirement accounts, making the mental switch to withdrawal mode can be a challenge. Learn how creating a financial plan for your retirement can help you avoid any ...
September 2, 2020
September is National Life Insurance Awareness month. And while most of us likely recognize that life insurance provides us peace of mind and security, there may be a few things you don’t know. Lea...
September 1, 2020
When planning your retirement distributions, it's important to come up with a strategy. By withdrawing funds from certain account types in a certain order, you might significantly reduce your taxe...
August 31, 2020
Savings are the cornerstone of any successful college financing plan. The earlier you invest, the more time you'll have to benefit from compound interest. Learn more:
August 28, 2020
The time to begin planning for your financial future is now! So, when it comes to preparing for retirement, here are some steps to get started:
August 28, 2020
Saving for retirement can seem like a difficult journey, but with these simple tips, you can be steered in a good direction and one step closer to retiring. Learn more here:
August 25, 2020
An important part of managing your personal finances is keeping your financial records organized. By taking the time to clear out and organize your financial records, you'll be able to find what y...