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Tuesday, February 6, 2024

January has quickly come and gone! It is now a week into February and we find ourselves faced with tax filing season. Our office has already begun receiving and preparing returns for our clients. If you're just getting organized here...

Monday, January 29, 2024

Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their...

Thursday, January 18, 2024

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources. Here's a quick review of the six main...

Wednesday, December 20, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon.The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Monday, November 27, 2023

Here Are Some Things You Might Consider Before Saying Goodbye to 2023 What has changed for you in 2023? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s...

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Tuesday, November 14, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Monday, November 6, 2023

We all know that the more complicated a password is, the better. They should include a mixture of numbers, punctuation marks, symbols, and uppercase and lowercase letters. But are these precautions enough to keep your digital...

Friday, October 27, 2023

Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of...

Monday, October 16, 2023

Did you know that... Fifty-seven percent of American workers have no private short-term disability insurance.1,2 Sixty-five percent of working people in the U.S. lack private long-term disability coverage.1,2 Forty-eight percent of...

Tuesday, October 3, 2023

If you're a fan of Warren Buffett, you'll recognize this quote: "Be fearful when others are greedy and greedy when others are fearful." In recent weeks, the investing outlook has become a bit murky, which has led some people to let...

Thursday, September 21, 2023

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them "missteps" may be a bit...

Wednesday, September 13, 2023

Financially Savvy at Six Figures Reaching six figures is no easy feat. If you’re one of the hard-working few who have made it to this milestone, give yourself a pat on the back and celebrate. It can be tempting to feel like now...

Monday, August 28, 2023

Nobody ever said you have to like a pullback in stock prices. But it's critical to understand 1) why they happen and 2) why they are challenging. A pullback is considered a moderate drop in prices from recent peaks that occur within a...

Wednesday, August 16, 2023

August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin's loved ones are still caught in a legal battle due to the existence of multiple wills. The lesson from...

Friday, June 16, 2023

If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement.

Saturday, May 6, 2023

I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer...

Wednesday, February 1, 2023

Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn't get rid of your losses, it can help you manage your tax...

Wednesday, January 18, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.The law is called SECURE 2.0, and it is a follow-up to...

Wednesday, November 30, 2022

When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward...

Tuesday, November 1, 2022

The Internal Revenue Service has released new limits for the coming year.

Friday, October 21, 2022

How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that,...

Monday, October 17, 2022

As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National Finan

Wednesday, October 12, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Friday, October 7, 2022

How large should an emergency fund be? There is no “one-size-fits-all” answer. The ideal amount may depend on your financial situation and lifestyle. For example, if you own a home or have dependents, you may be more likely to face financia

Friday, September 16, 2022

Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they're not just for college anymore - added to the tuition eligibility are K-12, private and religious...

Thursday, September 8, 2022

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor.