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Wednesday, October 6, 2021

Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names.The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...

Friday, September 3, 2021

If you have a secret, don’t tell anyone at the Federal Reserve Bank. They may leak the story before you’d like.In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. They made headlines...

Friday, August 6, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Friday, July 16, 2021

On July 6, oil prices reached a six-year high of $76.98 a barrel. This benchmark came as the Organization of the Petroleum Exporting Countries (OPEC) and allies failed to reach an agreement regarding an increase in production.1This...

Tuesday, May 11, 2021

Now and again, the price action on Wall Street can surprise even the most seasoned investors.Look no further than when President Biden in late April proposed an increase in the tax on capital gains to 39.6% from 20% for those...

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Friday, April 2, 2021

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and...

Wednesday, March 10, 2021

It is hard to decide whether you should prioritize paying down your debts or saving for your retirement. Many try to do both at the same time, but it could be more beneficial in the end to pick one to focus on. If you have extra money...

Monday, February 8, 2021

It is crazy to think we are already back at tax time. Last year around this time, we were just seeing the first cases of the coronavirus, and we had no idea what was about to come. Little did we know, tax season would be hugely...

Friday, January 8, 2021

Welcome to a new year! This year, we want to make sure you are aware of some important numbers for 2021. In 2020, we saw a lot. We saw our country turn almost totally virtual, we saw businesses working day and night to stay open, and...

Thursday, December 3, 2020

It is hard to believe the end of the year is already here. There are so many things you can do with your finances to close out the year strong and prepare the right way for 2021. When it comes to the holidays, giving to places and...

Thursday, November 5, 2020

Depending on your financial past, you may have some items to take into consideration. We have experienced several changes to our lives and finances over the last eight months with the impact of the coronavirus pandemic and 2020...

Monday, October 5, 2020

Deducting your IRA contribution depends on several things. For starters, you will need to ask yourself if you and your spouse have earned any income this year. If not, then a deductible IRA contribution is not for you. If you have...

Wednesday, September 9, 2020

It is always a good idea to review your financial plans every few years. When it comes to your health and life insurance policies, we highly recommend staying on top of your policies and coverage. In this blog, we are going to address...

Tuesday, August 11, 2020

When thinking about having to paying taxes on retirement savings, should you be paying them earlier in life or later? There are numerous questions just like this that you will need to ask yourself prior to deciding whether or not a...

Thursday, July 9, 2020

When it comes down to your HSA account, you most likely know the basics of your plan. However, do you know what it takes to get your distribution from your HSA to be tax-free? In this article, we are going to explain the conditions and...

Thursday, June 11, 2020

With all that has gone on in the last few months, you might be wondering when the best time to start taking out Social Security is. While we will go over the details below, keep in mind that everyone’s financial situation is...

Wednesday, May 13, 2020

With the coronavirus pandemic seemingly taking over every aspect of our lives, it is important to keep your finances a main priority. There are numerous financial opportunities that have come from COVID-19. In this article, we are...

Friday, March 27, 2020

With a global pandemic currently at hand, our government had to account for the economy, as businesses all over the nation have been heavily impacted by COVID-19. With most small businesses struggling to make ends meet due to mandated...

Thursday, February 28, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...