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...
Articles
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...
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:
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: